{
  "crd_number": 331966,
  "slug": "agile-investment-management-llc-palm-coast-fl-331966",
  "primary_business_name": "AGILE INVESTMENT MANAGEMENT, LLC",
  "legal_name": "AGILE INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Palm Coast",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "19660",
  "metro": {
    "cbsa_code": "19660",
    "common_name": "Deltona",
    "msa_name": "Deltona-Daytona Beach-Ormond Beach, FL",
    "path": "/advisors/fl/deltona"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-10",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 1165278064.0,
  "raum_discretionary": 1165278064.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0,
      "description": "0",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 1165278064.0,
      "count": 1,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://agileim.com",
    "https://linkedin.com/company/agile-investment-management-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331966",
  "city_as_filed": "PALM COAST",
  "url": "https://advisorcensus.com/firm/agile-investment-management-llc-palm-coast-fl-331966",
  "display_name": "Agile Investment Management, LLC",
  "summary": "Agile Investment Management, LLC is an SEC-registered investment advisory firm in Palm Coast, FL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Agile Investment Management, LLC (CRD 331966): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Agile Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Agile Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Agile Investment Management, LLC located?",
      "a": "Agile Investment Management, LLC's principal office is in Palm Coast, FL, according to its Form ADV."
    },
    {
      "q": "Is Agile Investment Management, LLC registered with the SEC or a state?",
      "a": "Agile Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331966."
    },
    {
      "q": "How much does Agile Investment Management, LLC manage?",
      "a": "Agile Investment Management, LLC reports $1,165,278,064 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Agile Investment Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Agile Investment Management, LLC: Regulatory assets under management: $540,000,000 in the October 2024 data and $1,165,278,064 in the October 2026 data, up 116%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Agile Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (1)."
    },
    {
      "q": "Which custodians does Agile Investment Management, LLC use?",
      "a": "Agile Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists CIBC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Agile Investment Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331966"
    },
    {
      "q": "What changed in Agile Investment Management, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 540000000.0,
      "total_employees": 6,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 746437850.0,
      "total_employees": 6,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1165278064.0,
      "total_employees": 6,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $746,437,850 to $1,165,278,064 (+56%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "CIBC",
      "name_as_filed": "CIBC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/agile-investment-management-llc-palm-coast-fl-331966.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1165278064.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331966",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}