Braeden Davidson
Aegis Capital Group · Atlanta, Georgia
Braeden Davidson is a fee-only financial advisor at Aegis Capital Group in Atlanta, Georgia. Aegis Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aegis Capital Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.0M across 11 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7534359 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.aegiscapitalgroupllc.com |
How Braeden's firm compares
- Aegis Capital Group's average account is about $816,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Braeden
Is Braeden Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Braeden holds no broker registration, and Aegis Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Braeden charge for financial advice?
Braeden's firm, Aegis Capital Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Braeden Davidson based?
Braeden Davidson is based in Atlanta, Georgia.
Is Braeden Davidson registered with the SEC?
Yes. Braeden Davidson is registered as an investment adviser representative in GA (CRD 7534359), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aegis Capital Group manage?
Aegis Capital Group reports $9.0M across 11 accounts in assets under management.
How do I contact Braeden Davidson?
Through Braeden's website, www.aegiscapitalgroupllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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