AGILIS INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2025

Total AUM

$124M

Discretionary

$124M

100% of AUM

Avg account

$584K

Accounts

212

Employees

Advisory reps

Firm details

Headquarters: WILTON, Connecticut
CRD number: 336358
Registered since: May 29, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI64.54%
Charitable Organizations28.84%
Pension & Profit Sharing Plans3.42%
Individuals1.75%
Corporations / Businesses1.44%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Agilis Investment Management LLC is a privately owned limited liability advisory firm that began SEC registration in 2025. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management for individual and family clients as well as for small businesses and institutional clients. Governance and operational descriptors indicate a single-owner structure and a conventional advisory scope rather than functioning as a capital allocator or pension consultant. Agilis does not identify as an active ESG investor and is not designated as a multi-state adviser.