Eun Kim
Aegis Wealth · Bethesda, Maryland
Eun Kim is a fee-only financial advisor at Aegis Wealth in Bethesda, Maryland, who holds the CFP credential. Aegis Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aegis Wealth |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $744.1M across 516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4539304 |
| Exams passed | Series 65 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aegiswealth.com |
How Eun's firm compares
- Aegis Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 516 accounts).
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Questions about Eun
Is Eun Kim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eun holds no broker registration, and Aegis Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eun charge for financial advice?
Eun's firm, Aegis Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eun Kim based?
Eun Kim is based in Bethesda, Maryland.
What credentials does Eun Kim hold?
Eun Kim holds the CFP credential.
Is Eun Kim registered with the SEC?
Yes. Eun Kim is registered as an investment adviser representative in MD, TX and VA (CRD 4539304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aegis Wealth manage?
Aegis Wealth reports $744.1M across 516 accounts in assets under management.
How do I contact Eun Kim?
Through Eun's website, www.aegiswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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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