Rusty Lee Miller

Employer firm

Aegis Wealth Management, Inc. CRD 301990

$216M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 08/2023
  Bcj Capital Management
  Scottsdale, AZ
• 08/2023 → Present
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 05/2002 → Present
  American Liberty Financial Network Llc
  Troy, OH
• 03/2014 → 05/2020
  Horter Investment Management, Llc
  Cincinnati, OH

Previous Registrations

• 2020-06-15 → 2023-08-07
  Trek Financial
  Troy, OH
  Scottsdale, AZ
• 2014-03-31 → 2020-05-19
  Horter Investment Management, Llc
  Troy, OH
  Cincinnati, OH
• 2006-05-15 → 2014-05-05
  Gossett & Crozier Financial Advisers, Inc.
  Centerville, OH
• 2002-01-02 → 2004-05-11
  Investment Consulting & Research Inc.
  Centerville, OH

Other Businesses

American Liberty Financial Network,owner, insurance sales, Troy, OH, Since 05/2002, 10 hours a week during trading hours