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Aegis Financial Corporation

● SEC registered since 1994CRD 111587SEC# 801-46901McLean, VA
Export (members)
Reg. AUM
$1.37B
Employees
6
Accounts
67
Location
McLean, VA

Aegis Financial Corporation assets under management

Aegis Financial Corporation is a registered investment adviser overseen by the SEC based in McLean, VA. The firm has been registered since 1994. It reports $1.4 billion in regulatory assets under management and employs 6 people.

Aegis Financial Corporation owners & executives

2 reported
NameTitleOwnershipSince
Justin Peter HarrisonCoo/CcoUnder 5%2018
Scott Lon Barbee ControlPresidentOver 75%2009

Frequently asked questions

How much does Aegis Financial Corporation manage?

Aegis Financial Corporation reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Aegis Financial Corporation have?

Aegis Financial Corporation reports 6 employees.

Where is Aegis Financial Corporation located?

Aegis Financial Corporation is based in McLean, VA and has been SEC-registered since 1994.

Does Aegis Financial Corporation disclose fund performance?

Aegis Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6862 Elm Street, Suite 830, McLean, VA 22101
Phone703-528-7788
Fax703-528-1395
Office hours9 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1140753
Discloses disciplinary historyNo

Regulatory AUM

$1.37B▲ 259%
Mar '25 — $381MApr '25 — $381MMay '25 — $381MJun '25 — $381MJul '25 — $381MAug '25 — $381MSep '25 — $381MOct '25 — $381MNov '25 — $381MDec '25 — $381MJan '26 — $381MFeb '26 — $381MMar '26 — $1.37BApr '26 — $1.37BMay '26 — $1.37BJun '26 — $1.37B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.37Bregulatory AUM
Discretionary $1.37B