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AEGIS FINANCIAL CORPORATION

MCLEAN, VA · CRD 111587 · IAPD ↗ · aegisvaluefund.com · 703-528-7788

$1.37BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — AEGIS FINANCIAL CORPORATION crossed $1B in regulatory AUM ($381.0M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.