# Agilis Investment Management LLC

> Agilis Investment Management LLC is an SEC-registered investment advisory firm in Wilton, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 336358
- Filed as: AGILIS INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilton, CT
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336358
- AdvisorCensus page: https://advisorcensus.com/firm/agilis-investment-management-llc-wilton-ct-336358

## Quick answers

**How is Agilis Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Agilis Investment Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Agilis Investment Management LLC located?**
Agilis Investment Management LLC's principal office is in Wilton, CT, according to its Form ADV.

**Is Agilis Investment Management LLC registered with the SEC or a state?**
Agilis Investment Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336358.

**How much does Agilis Investment Management LLC manage?**
Agilis Investment Management LLC reports $123,781,946 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Agilis Investment Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Agilis Investment Management LLC: Regulatory assets under management: $0 in the October 2025 data and $123,781,946 in the October 2026 data. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Agilis Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (163); individuals (other than high net worth individuals) (31); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Agilis Investment Management LLC use?**
Agilis Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Agilis 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/336358

**Does Agilis Investment Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "Agilis advises both taxable and tax-exempt entities. These include individuals, estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. Agilis has no account minimum."

**What changed in Agilis Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Registered or notice-filed in FL, IL, VT.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Account minimum: None

> Agilis advises both taxable and tax-exempt entities. These include individuals, estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. Agilis has no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $123,781,946
- Discretionary: $123,781,946
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $2,166,781 |
| High net worth individuals | 163 | $79,891,660 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $4,236,991 |
| Charitable organizations | 4 | $35,699,271 |
| Corporations or other businesses not listed above | 2 | $1,787,243 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, IL, LA, NH, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agilisim.com
- agilisinvest.com
- agilisinvestmentmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | April 28, 2025 |
| October 2026 | $123,781,946 | 4 | May 27, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $123,781,946 in the October 2026 data.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in FL, IL, VT.

### December 2025
- Regulatory assets under management went from $0 to $123,624,161.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agilis Investment Management LLC (CRD 336358): Form ADV filing data as of October 2026.