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6862 Elm Street Suite 830, Mclean, VA 22101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-01 |
| VA | RA | APPROVED | 2019-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Financial Corporation | Mclean | VA | 11/2018 | Present |
| Sheffield Asset Management | Chicago | IL | 01/2017 | 03/2018 |
| Squirrelwerks, Inc | Alexandria | VA | 05/2018 | 10/2018 |
| Ramsey Asset Managemnet, Llc | Reston | VA | 11/2007 | 12/2016 |
AEGIS VALUE FUND (AVALX & AVFAX) - a registered mutual fund. I serve as the Chief Compliance Officer, Treasurer, & Secretary of the Fund. Relationship began Nov 2018. My employer (Aegis Financial Corporation) is the investment advisor to the mutual fund. The address of the fund is the same as my employer (6862 Elm Street; Suite 830, McLean VA 22101). 25 hours/month; 10 hours during trading hours.
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