Agilis Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilton, CT. Its latest Form ADV filing, dated March 30, 2026, reports $124M in regulatory assets under management, 4 employees, and 212 accounts.
Assets Under Management
$124M
Employees
4
Offices
--
Total Clients
212
Primary office
WILTON, CT
187 DANBURY ROAD, SUITE 206, WILTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.9% of total clients.
Top client categories% of clientsClients
1
HNWI
76.9%
163
2
Individuals
14.6%
31
3
Pension Plans
5.7%
12
4
Charitable
1.9%
4
5
Corporations
0.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 30, 2026
Discretionary100.0%
$124M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts212
10Y AUM Change+$124M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee53:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.