About Aegis…
A True Fiduciary
What does it mean to be a Fiduciary? It means, at Aegis Capital Group, we are legally and ethically bound to put our clients’ interests first—always. We take this responsibility seriously, providing objective, transparent financial guidance that’s tailored to each client’s unique goals. Our advice is never influenced by commissions or outside incentives; instead, we act with unwavering loyalty, care, and integrity. As a fiduciary firm, we are committed to building lasting relationships based on trust, accountability, and your long-term financial well-being.
A Genuine Connection
As a small, independent firm, Aegis Capital Group offers a level of personal attention and care that larger institutions simply can’t match. Our clients aren’t just account numbers — they’re individuals and families we truly get to know. This close relationship allows us to provide thoughtful, customized financial strategies rooted in a deep understanding of each client’s goals, values, and life circumstances. With us, you're not just receiving advice — you're gaining a trusted partner who’s invested in your success.
A Forward Mindset
As a young and forward-thinking firm, we are built on a foundation of continuous growth and innovation. We actively seek out the latest financial tools, research, and technology to stay ahead of industry trends and deliver modern, effective strategies to our clients. Our fresh perspective and commitment to lifelong learning allow us to adapt quickly, think creatively, and offer solutions that are both relevant and resilient in today’s ever-changing financial landscape. This drive for progress ensures our clients benefit from strategies that are not only sound—but also cutting edge.
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Founder, Owner
Brae began his professional career working on large financial services transformations as part of his Business Development role at Accenture.
After nearly three years, he decided to pursue his dream of starting his own business. With the support of many colleagues in the Wealth Management space, Brae founded Aegis Capital Group, LLC in 2025, a Registered Investment Advisor.
Driven by a passion for people, Brae established Aegis to help individuals, families, and businesses shoulder the burden of their finances and conquer their financial futures.