About Aegis Wealth Management, LLC (“Aegis”) Aegis is a Florida limited liability company founded in 2015. Aegis is registered with the United States Securities and Exchange Commission (the “SEC”) as an investment adviser with its home office located at 698 North Maitland Avenue, Suite 102, Maitland, Florida, 32751. Please note that the words “we,” “us,” and “our” may be used to refer to Aegis throughout this brochure, as the context may require. Furthermore, the words “you,” “your,” and “Client” may be used to refer to you as either a client or a prospective client of Aegis, as the context may require. Aegis’ principal shareholder (i.e., those individuals and/or entities controlling 25% or more of this company) is:
• Aegis Wealth Advisors, LLC which is owned jointly by Matthew McMahan and Thuong Pham Advisory Services Offered Prior to forming an investment advisor-client relationship, Aegis may offer a complimentary general consultation to prospective Clients to discuss the nature of its service offerings and to determine the possibility of a potential advisory relationship. Investment advisory services begin only after the prospective Client and Aegis formalize their relationship with a properly executed written advisory agreement. Asset Management Services Aegis provides asset management services for Client account(s) on both a discretionary and a non-discretionary basis. Discretionary Authority to Manage Account Where a Client has opted to authorize Aegis to manage the Client’s Account on a discretionary basis, the Client will provide such authority in the Advisory Agreement with Aegis. Under such agreement, Aegis is granted the authority to determine the particular securities to be bought or sold and the amount of the securities to be bought or sold in the Client’s account(s). without the Client’s approval prior to each transaction. Notwithstanding the foregoing, Clients may limit the scope of Aegis’ discretionary authority by providing Aegis with such restrictions and guidelines in writing. Option of Non-Discretionary Authority to Manage Account Where specifically requested by a Client, Aegis will manage the Client account(s) on a non-discretionary basis, in which case Aegis will obtain the Client’s approval prior to entering into each transaction or withdrawal (except for withdrawals of Aegis’ advisory fees, as described below) in connection with the Client’s account. Generally, asset management services include tracking and review of investments, evaluation of information regarding specific assets, and advice regarding alternative investments and reinvestments of distributions. Asset management is characterized by performance reporting as well as measurement against benchmarks established by the advisor and Client. Specific Analysis and Financial Advice In some instances, an Aegis advisor may provide analysis and make recommendations on specific areas of concern for the Client. Typically, these areas of concern include analysis of current financial situation, cash flow, debt management, income taxes, and recommendations for funding specific goals. Employee Contribution Retirement Plans Aegis offers investment advisory services to plan providers and sponsors for employee contribution plans (including, but not limited to, 401(k) plans) based on the demographics, goals, objectives, time horizon, and/or risk tolerance of the plan’s participants. Aegis and its advisors are deemed to be a fiduciary of the Plan only

as defined under Section 3(21)(A) of ERISA. Aegis and its advisers do not act as investment managers and are not considered to be a Section 3(38) fiduciary. Consulting There are situations in which an Aegis investment advisor provides advice on specific topics not involving a comprehensive financial plan. Typically, these situations are associated with events such as divorce, death, retirement, or a child entering college. Client Tailored Services and Client Imposed Restrictions Aegis will tailor services for each individual Client based on industry standards and information gathered from Client suitability forms such as the Risk Tolerance Questionnaire and the Client Profile. Clients may impose restrictions on receiving recommendations for investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent Aegis from making proper recommendations for the Client account, Aegis reserves the right to end the relationship. IRA Rollover Considerations & Recommendations As part of our investment advisory services to you, we may recommend that you withdraw the assets from your employer's retirement plan and roll the assets over to an individual retirement account (IRA) that we will manage on your behalf. If you elect to roll the assets to an IRA that is subject to our management, we will charge you an asset-based fee as set forth in the agreement you executed with our firm. This practice presents a conflict of interest because persons providing investment advice on our behalf have an incentive to recommend a rollover to you for the purpose of generating fee-based compensation rather than solely based on your needs. You are under no obligation, contractually or otherwise, to complete the rollover. Moreover, if you do complete the rollover, you are under no obligation to have the assets in an IRA managed by our firm. We comply with the Department of Labor (“DOL”) Prohibited Transaction Exemption 2020-02 (“PTE 2020-02”) where applicable. Our firm is providing the following additional acknowledgment: When the Adviser provides investment advice to individuals regarding a retirement plan account or individual retirement account, the firm is deemed a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way the Adviser makes money creates potential conflicts with a client’s interest. Therefore, the Adviser, operates under a special rule which requires the firm to act in a client’s best interest and not put the Adviser’s interest ahead of the client. Under this special rule’s provisions, the Adviser must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put the Adviser’s financial interests ahead of a client when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees and investments;
• Follow policies and procedures designed to ensure advice given is in the client’s best interest;
• Charge no more than is reasonable for services; and
• Provide basic information about conflicts of interest. Client Assets Under Management As of December 31, 2023, Aegis provides continuous management services for $13,718,781 in client assets for 14 clients on a non-discretionary basis and $147,047,954 in client assets for 171 clients on a discretionary basis.