The August Wealth Management Group

The firm operates under a fiduciary standard, constructing bespoke portfolios from direct manager relationships and institutional fund access rather than proprietary products or brokerage commissions. Asset allocation is tax-aware and long-duration, weighting heavily toward illiquid alternatives including private equity and private credit. Each family receives a dedicated advisory team that coordinates investment policy with estate, tax, and philanthropic planning.

It is a multi-family office, but its operational model skews closer to that of several embedded single-family offices sharing a central investment platform. Rather than aggregating a large number of clients into standardized portfolios, the firm limits its client roster substantially and allocates heavy advisory resources per family, enabling smaller ultra-high-net-worth families to achieve institutional-grade portfolio construction and governance.

The firm blends both approaches, utilizing separately managed accounts for public-market exposure and committing to institutional-quality private funds for alternative investments. Where possible, it also seeks co-investment opportunities alongside established private equity and credit managers, offering families access to deal structures typically reserved for much larger pools of capital.

The August Wealth Management Group operates as a registered investment advisor, which legally obligates it to a fiduciary duty and fee-only compensation. This removes the commission and proprietary-product conflicts common in brokerage and private-bank wealth management models. The firm's revenue derives from advisory fees calculated as a percentage of assets under management or as fixed retainers, aligning its incentives with client portfolio performance and long-term wealth preservation.

The firm actively evaluates co-investment opportunities presented by its network of general partner relationships. These co-investments allow client families to deploy capital into specific private equity or private credit deals without paying the double layer of management fees and carried interest that comes with fund-of-funds structures. Participation is selective and allocation is determined by each family's individual liquidity profile and sector exposure limits.