August Wealth Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,370,000
Total clients
54
15% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$784,630
About
August Wealth Group is a small advisory firm that serves individuals, families, trusts, and foundations, including high-net-worth clients. The firm provides discretionary portfolio management and financial planning, with planning services included for investment management clients and also available on a standalone basis.
The firm documents client goals, risk tolerance, and time horizon in a written Investment Policy Statement and constructs customized portfolios that typically use mutual funds and ETFs while sometimes including individual stocks and bonds. Portfolios are managed with a mid- to longer-term outlook (at least one year) and are subject to ongoing monitoring, periodic rebalancing, and discretionary trading authority when agreed with clients.
A distinctive feature disclosed in the brochure is that a firm principal is a licensed insurance agent who offers commissionable life insurance products, a relationship the firm identifies as a potential conflict and says it mitigates through disclosure and periodic review. The firm also maintains an institutional custody relationship that provides access to specialized research and services, and its compact advisory team — two advisors managing roughly $42 million across about 54 client relationships — is staffed by advisors who hold CFP® credentials.
Client services
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.60% annually
$150 per hour for financial planning services only
Account minimum: $100,000 (with exceptions possible)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
August Wealth Group, Inc.
Bristol ME, United States
Number of offices
3
Forms ADV
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