{
  "crd_number": 311661,
  "slug": "illumine-investment-management-llc-poulsbo-wa-311661",
  "primary_business_name": "ILLUMINE INVESTMENT MANAGEMENT, LLC",
  "legal_name": "ILLUMINE INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Poulsbo",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "14740",
  "metro": {
    "cbsa_code": "14740",
    "common_name": "Bremerton",
    "msa_name": "Bremerton-Silverdale-Port Orchard, WA",
    "path": "/advisors/wa/bremerton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-08",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 215168898.0,
  "raum_discretionary": 215168898.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 42268116.0,
      "count": 61
    },
    "banking_thrift": {
      "raum": 22925543.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 398822.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 148389228.0,
      "count": 29
    },
    "corporations_other_businesses": {
      "raum": 1187189.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "ID",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/illumineinvest",
    "https://illumineinvest.com",
    "https://instagram.com/illumineinvest",
    "https://linkedin.com/company/illumine-investment-management-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311661",
  "city_as_filed": "POULSBO",
  "url": "https://advisorcensus.com/firm/illumine-investment-management-llc-poulsbo-wa-311661",
  "display_name": "Illumine Investment Management, LLC",
  "summary": "Illumine Investment Management, LLC is an SEC-registered investment advisory firm in Poulsbo, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. Illumine Investment Management, LLC (CRD 311661): 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 individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Illumine Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Illumine Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Illumine Investment Management, LLC located?",
      "a": "Illumine Investment Management, LLC's principal office is in Poulsbo, WA, according to its Form ADV."
    },
    {
      "q": "Is Illumine Investment Management, LLC registered with the SEC or a state?",
      "a": "Illumine Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311661."
    },
    {
      "q": "How much does Illumine Investment Management, LLC manage?",
      "a": "Illumine Investment Management, LLC reports $215,168,898 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Illumine Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Illumine Investment Management, LLC: Regulatory assets under management: $150,147,590 in the October 2021 data and $215,168,898 in the October 2026 data, up 43%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Illumine Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (29)."
    },
    {
      "q": "Which custodians does Illumine Investment Management, LLC use?",
      "a": "Illumine Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Illumine 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/311661"
    },
    {
      "q": "Does Illumine Investment Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 18, 2026 says: \"Our Firm maintains a $250,000 minimum in aggregate investable assets to engage our advisory services. In certain instances, at the discretion of our Firm, our minimum requirements may be waived.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 150147590.0,
      "total_employees": 5,
      "filing_date": "2021-04-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 170994251.0,
      "total_employees": 5,
      "filing_date": "2022-07-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 164807865.0,
      "total_employees": 5,
      "filing_date": "2023-05-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 188724469.0,
      "total_employees": 5,
      "filing_date": "2024-04-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 210817667.0,
      "total_employees": 5,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 215168898.0,
      "total_employees": 5,
      "filing_date": "2026-02-18"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our Firm maintains a $250,000 minimum in aggregate investable assets to engage our advisory services. In certain instances, at the discretion of our Firm, our minimum requirements may be waived."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our Firm maintains a $250,000 minimum in aggregate investable assets to engage our advisory services. In certain instances, at the discretion of our Firm, our minimum requirements may be waived."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "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/illumine-investment-management-llc-poulsbo-wa-311661.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 42268116.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 148389228.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 22925543.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 398822.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1187189.0
    }
  ],
  "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/311661",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}