# Agis Management LLC

> Agis Management LLC is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 172457
- Filed as: AGIS MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172457
- AdvisorCensus page: https://advisorcensus.com/firm/agis-management-llc-clearwater-fl-172457

## Quick answers

**How is Agis Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Agis Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Agis Management LLC located?**
Agis Management LLC's principal office is in Clearwater, FL, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Agis Management LLC registered with the SEC or a state?**
Agis Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 172457.

**How much does Agis Management LLC manage?**
Agis Management LLC reports $220,241,039 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Agis Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Agis Management LLC: Regulatory assets under management: $650,000,000 in the October 2021 data and $220,241,039 in the October 2026 data, down 66%. Total employees: 16 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Agis Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Agis 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/172457

**What changed in Agis Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 16 to 12. Regulatory assets under management went from $428,739,551 to $220,241,039 (-49%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $220,241,039
- Discretionary: $220,241,039
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $220,241,039 |

### 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: 2015 (11 years)
- Employees: 12 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, IA, MA, NC, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Cumming, IA
- Leesburg, VA
- Turlock, CA

### Websites listed on Form ADV (Item 1.I)
- agiscapital.com
- LinkedIn @agis-capital-llc
- X @AGIS_CAPITAL
- X @agis_capital
- X @agiscapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $650,000,000 | 16 | March 30, 2021 |
| October 2022 | $650,000,000 | 16 | September 2, 2022 |
| October 2023 | $650,000,000 | 17 | March 14, 2023 |
| October 2024 | $678,484,797 | 17 | May 10, 2024 |
| October 2025 | $588,062,583 | 16 | July 22, 2025 |
| October 2026 | $220,241,039 | 12 | September 9, 2026 |

Regulatory assets under management: $650,000,000 in the October 2021 data and $220,241,039 in the October 2026 data, down 66%.
Total employees: 16 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 16 to 12.
- Regulatory assets under management went from $428,739,551 to $220,241,039 (-49%).

### April 2026
- Regulatory assets under management went from $588,062,583 to $428,739,551 (-27%).
- Added an office in Cumming, IA.
- Added an office in Leesburg, VA.
- No longer lists an office in Clive, IA.
- Registered or notice-filed in VA.

### January 2026
- No longer registered or notice-filed in CT, LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agis Management LLC (CRD 172457): Form ADV filing data as of October 2026.