# Illumine Investment Management, LLC

> 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.

- CRD: 311661
- Filed as: ILLUMINE INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Poulsbo, WA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311661
- AdvisorCensus page: https://advisorcensus.com/firm/illumine-investment-management-llc-poulsbo-wa-311661

## Quick answers

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

**Where is Illumine Investment Management, LLC located?**
Illumine Investment Management, LLC's principal office is in Poulsbo, WA, according to its Form ADV.

**Is Illumine Investment Management, LLC registered with the SEC or a state?**
Illumine Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311661.

**How much does Illumine Investment Management, LLC manage?**
Illumine Investment Management, LLC reports $215,168,898 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Illumine Investment Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Illumine Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (29).

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

**Does Illumine 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/311661

**Does Illumine Investment Management, LLC state an account minimum?**
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."

## 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 February 18, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

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.
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC

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: $215,168,898
- Discretionary: $215,168,898
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $42,268,116 |
| High net worth individuals | 29 | $148,389,228 |
| Banking or thrift institutions | Fewer than 5 | $22,925,543 |
| Other investment advisers | Fewer than 5 | $398,822 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,187,189 |

### 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: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, ID, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [illumineinvest.com](https://illumineinvest.com)
- Facebook @illumineinvest
- Instagram @illumineinvest
- LinkedIn @illumine-investment-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,147,590 | 5 | April 27, 2021 |
| October 2022 | $170,994,251 | 5 | July 15, 2022 |
| October 2023 | $164,807,865 | 5 | May 24, 2023 |
| October 2024 | $188,724,469 | 5 | April 26, 2024 |
| October 2025 | $210,817,667 | 5 | February 28, 2025 |
| October 2026 | $215,168,898 | 5 | February 18, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Illumine Investment Management, LLC (CRD 311661): Form ADV filing data as of October 2026.