Aegis Financial Corporation

Aegis Financial Corporation (CRD# 111587) is a financial advisory firm headquartered in Mc Lean, VA. They manage $159,020,619 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $3,786,205
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Aegis Financial Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Scott L. Barbee
CRD#: 2359088
6862 Elm Street, Suite 830, Mc Lean, VA 22101
93
Wealthminder
score

Scott Barbee (CRD# 2359088) is an Investment Advisor Representative working at Aegis Financial Corporation in Mc Lean, VA and has over 23 years of experience in the finance industry.

2
Jason A. Nelson
CRD#: 3103267
6862 Elm Street, Suite 830, Mc Lean, VA 22101
93
Wealthminder
score

Jason Nelson (CRD# 3103267) is an Investment Advisor Representative working at Aegis Financial Corporation in Mc Lean, VA and has over 16 years of experience in the finance industry.

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