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AUGUST GROUP
THE AUGUST GROUP CAPITAL LIMITED
CRD 311499 · SEC 801-120147
705-320 BAY STREET, TORONTO, AZ, M5H 4A6, Canada
Phone
438-792-5161
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$740.3M
Discretionary AUM
$678.7M
Team
22 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; PERCENTAGE OF NET WORTH
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $193.1M |
| Charitable organizations | 1 | $19.1M |
| Corporations/business entities | 21 | $528.1M |
States served
AZ, CA, IL, MA, MN, NV, NY, NC, OH, PA, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD