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AGILIS INVESTMENT MANAGEMENT LLC
CRD 336358File 801-132879
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$123.8M
Bottom 25% of cohort (national)
Discretionary AUM
$123.8M
Clients
212
212 accounts
Employees
4
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://agilisim.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 198 | 212 | increased by14 |
| Apr 1, 2026 | AUM | $123,624,161 | $123,781,946 | increased by$157,785 |
| Apr 1, 2026 | Accounts | 203 | 212 | increased by9 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AGILIS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AGILIS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.