AGILIS INVESTMENT MANAGEMENT LLC

CRD 336358File 801-132879

APPROVED

Retail clients

Custody

Filing as of May 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$123.8M

Bottom 25% of cohort (national)

Discretionary AUM

$123.8M

Clients

212

212 accounts

Employees

Bottom 25% of cohort in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: May 29, 2025
Principal office: 187 DANBURY ROAD, SUITE 206, WILTON, CT, 06897
Phone: (203) 920-1011
Website: https://AgilisInvest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $123.8M
Discretionary AUM: $123.8M
Non-discretionary AUM: $0
Discretionary accounts: 212
Non-discretionary accounts: 0
Total accounts: 212
AUM per client: $584K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.8M
Charitable organizations	4	$35.7M
High net worth individuals	163	$79.9M
Pension and profit sharing plans	12	$4.2M
Individuals (other than high net worth individuals)	31	$2.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.