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Aegis Trust's Overview

Total employees90
HeadquartersHouston
Founded

AegisTrust Company is a Texas state-chartered trust company dedicated to providing comprehensive fiduciary services. They cater to individuals, families, and foundations, offering services such as trust administration, estate settlement, investment management, family office services, and custody services. AegisTrust emphasizes a client-centric approach, combining expertise with personalized attention to help clients manage and preserve their wealth across generations.

Where is Aegis Trust's Headquarters?

HQ Function

Serves as the central hub for AegisTrust's operations, including executive leadership, core trust administration, investment management strategy, and client relationship management for the Houston region.

Notable Features:

Professional office space located in the prominent Post Oak Boulevard area, designed for client confidentiality and collaborative work. Likely features secure meeting rooms and modern amenities conducive to a financial services firm.

Work Culture:

Characterized by professionalism, a client-centric approach, and fiduciary responsibility. The culture emphasizes expertise, integrity, and personalized service in wealth management and trust administration, fostering a collaborative environment for its team.

HQ Significance:

The Houston headquarters is pivotal for AegisTrust's strategic decision-making, upholding the company's fiduciary duties, managing key client relationships, and spearheading its service delivery in one of Texas's largest financial markets.

Values Reflected in HQ: The headquarters' professional setting and location in a key business district reflect AegisTrust's core values of trust, integrity, expertise, client-first service, and commitment to excellence in the financial services industry.

Location:

AegisTrust Company primarily focuses its operations within Texas, with offices in Houston, Austin, and Dallas. While they may serve clients with national or international interests, their direct operational footprint and service centers are concentrated in Texas, reflecting a strong regional specialization rather than an extensive global presence.

Street Address:

515 Post Oak Blvd., Suite 450

City:

Houston

State/Province:

TX

Country:

USA

Aegis Trust's Global Presence

Austin, TX/USA

Address: 98 San Jacinto Blvd., Suite 430, Austin, TX 78701

To expand AegisTrust's reach within Texas, offering accessible, expert financial and trust services to a key economic hub and catering to the wealth management needs of its diverse clientele.

Dallas, TX/USA

Address: 3838 Oak Lawn Ave., Suite 1000, Dallas, TX 75219

To solidify AegisTrust's presence in another major Texas financial center, providing tailored trust and investment solutions to meet the specific needs of the Dallas market.

Buying Intent Signals for Aegis Trust

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Aegis Trust

As of April 2025, Aegis Trust' leadership includes:

Bruce E. Benes, CFA - President & CEO
William L. Blomstrom, CTFA - Executive Vice President, Trust Services
Mark C. Herd, CFA, CFP® - Executive Vice President, Chief Investment Officer
Kelly L. Kezele, CTFA - Senior Vice President, Trust Administration
John B. Howard, CPA - Chief Financial Officer

Investors of Aegis Trust

Aegis Trust has been backed by several prominent investors over the years, including:

AegisTrust Company is a privately held Texas state-chartered trust company. Specific investor information is not publicly disclosed.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

No major publicly announced executive hires or exits have been identified for AegisTrust Company in the last 12 months. The executive team appears stable based on available public information and their website.

Technology (Tech Stack) used by Aegis Trust

Discover the tools Aegis Trust uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Aegis Trust Email Formats and Examples

AegisTrust Company likely uses common professional email formats. Based on typical corporate structures of similar size, the most probable format is combining the first initial with the last name or first name separated by a dot from the last name.

[first_initial][last]@aegistrust.com or [first].[last]@aegistrust.com

Format

bbenes@aegistrust.com

Example

75%

Success rate

News and media

PR NewswireSeptember 14, 2021

AegisTrust Company Expands Services to Austin

AegisTrust Company announced its expansion into the Austin market, opening a new office to provide its fiduciary services to individuals, families, and foundations in Central Texas....more

AegisTrust Company WebsiteOngoing

AegisTrust Company Insights and Fiduciary Guidance

AegisTrust Company regularly provides insights and articles on topics related to trust administration, estate planning, and investment management on their company website, aimed at educating clients and the public....more

PR Newswire (via Cision)January 15, 2019

AegisTrust Company Expands to Dallas

AegisTrust Company announced the opening of its Dallas office, extending its trust and wealth management services to the North Texas region....more

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