# Humilis Investment Strategies, LLC

> Humilis Investment Strategies, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 338310
- Filed as: HUMILIS INVESTMENT STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338310
- AdvisorCensus page: https://advisorcensus.com/firm/humilis-investment-strategies-llc-338310

## Quick answers

**How is Humilis Investment Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Humilis Investment Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Humilis Investment Strategies, LLC registered with the SEC or a state?**
Humilis Investment Strategies, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338310.

**How much does Humilis Investment Strategies, LLC manage?**
Humilis Investment Strategies, LLC reports $117,000,000 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**What types of clients does Humilis Investment Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Humilis Investment Strategies, 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/338310

**What changed in Humilis Investment Strategies, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $0 to $117,000,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $117,000,000
- Discretionary: $117,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $117,000,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 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)
- humilisinv.com

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $0 to $117,000,000.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Humilis Investment Strategies, LLC (CRD 338310): Form ADV filing data as of October 2026.