Matthew Charles Mcmahan
Investment adviser representative at Aegis Wealth Management, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$190.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Aegis Wealth Management, LLCOct 2017 to now
- Fresh Ice Vending, LLCFeb 2014 to now
- Delta Capital Management, LLCJun 2019 to Oct 2021
- First Financial Strategies, LLCJul 2017 to Oct 2017
- Vision Brokerage Services LLCDec 2015 to Jun 2019
- Florida Financial StrategiesDec 2015 to Jul 2017
- Alternative Investment Advisors, LLCJun 2015 to Sep 2018
- Mchaeuszer Laundry, Inc.Nov 2013 to Jun 2017
- Mchaeuszer, Inc.Nov 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Aegis Wealth Management, LLC
$190.4MAssets managed
170Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6524400
- Firm CRD
- 199511