# Agile Investment Management, LLC

> 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.

- CRD: 331966
- Filed as: AGILE INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Coast, FL
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331966
- AdvisorCensus page: https://advisorcensus.com/firm/agile-investment-management-llc-palm-coast-fl-331966

## Quick answers

**How is Agile Investment Management, LLC compensated?**
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.

**Where is Agile Investment Management, LLC located?**
Agile Investment Management, LLC's principal office is in Palm Coast, FL, according to its Form ADV.

**Is Agile Investment Management, LLC registered with the SEC or a state?**
Agile Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331966.

**How much does Agile Investment Management, LLC manage?**
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).

**How have Agile Investment Management, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Agile Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (1).

**Which custodians does Agile Investment Management, LLC use?**
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.

**Does Agile Investment Management, LLC report any disciplinary disclosures?**
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

**What changed in Agile Investment Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- CIBC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,165,278,064
- Discretionary: $1,165,278,064
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $1,165,278,064 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agileim.com
- LinkedIn @agile-investment-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $540,000,000 | 6 | September 10, 2024 |
| October 2025 | $746,437,850 | 6 | March 28, 2025 |
| October 2026 | $1,165,278,064 | 6 | July 23, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $746,437,850 to $1,165,278,064 (+56%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agile Investment Management, LLC (CRD 331966): Form ADV filing data as of October 2026.