Agilis Investment Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Agilis Investment Management reports 212 clients. They include 163 high-net-worth individuals, 31 individual clients, and 12 pension and profit-sharing plans. Of its assets, 100.0% ($124M across 212 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 2% |
| High-net-worth individuals | 77% | 65% |
| Pension and profit-sharing plans | 6% | 3% |
| Charitable organizations | 2% | 29% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $2.17M | 1.8% | $69.9K |
| High-net-worth individuals | 163 | $79.9M | 64.5% | $490K |
| Pension and profit-sharing plans | 12 | $4.24M | 3.4% | $353K |
| Charitable organizations | 4 | $35.7M | 28.8% | $8.92M |
| Corporations and other businesses | Fewer than 5 | $1.79M | 1.4% | $894K |
| Total | 212 | $124M | 100% | — |
- Clients
- 31
- Regulatory AUM
- $2.17M
- AUM share
- 1.8%
- Avg. per client
- $69.9K
- Clients
- 163
- Regulatory AUM
- $79.9M
- AUM share
- 64.5%
- Avg. per client
- $490K
- Clients
- 12
- Regulatory AUM
- $4.24M
- AUM share
- 3.4%
- Avg. per client
- $353K
- Clients
- 4
- Regulatory AUM
- $35.7M
- AUM share
- 28.8%
- Avg. per client
- $8.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.79M
- AUM share
- 1.4%
- Avg. per client
- $894K
Total
- Clients
- 212
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Agilis Investment Management charges 0.80%–1.00% a year for its Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Jin Hu owns 75% or more of Agilis Investment Management. Jin Hu is CEO. It has 4 employees.
Leadership
Jin HuChief Executive Officer/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Agilis Investment Management LLC
Jin Hu
Control person · since April 2025
Agilis Investment Management’s regulatory assets grew Infinity× from $0 (April 2025) to $124M (May 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $124M | 212 | 4 | 1 |
| April 2025 | $0 | 0 | 3 | 1 |
Besides its headquarters, Agilis Investment Management has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 187 Danbury Road, Suite 206, WiltonHQ
Contact and registration details
- Legal name
- Agilis Investment Management LLC
- Headquarters
- 187 Danbury Road, Suite 206, Wilton, CT 06897
- Website
- agilisim.com
- Phone
- 203-920-1011
- SEC file
- 801-132879
- Structure
- Wyoming LLC
- Fiscal year end
- December
Agilis Investment Management uses Charles Schwab ($124M) as custodian for its separately managed accounts. Agilis Investment Management has custody of $28.9M in client assets for 60 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $124M100%
At year end, Agilis Investment Management’s separately managed accounts were mostly in stocks (56%) and bonds (33%).
What the accounts hold
- Stocks56%
- Bonds33%
- Cash11%
How many clients does Agilis Investment Management have?
Agilis Investment Management has 212 clients and manages $124 million for them, as of May 2026. They include 163 high-net-worth individuals, 31 individual clients, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does Agilis Investment Management offer?
Agilis Investment Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Agilis Investment Management charge?
Agilis Investment Management charges 0.80%–1.00% a year for its Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Agilis Investment Management use?
Agilis Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026
How many financial advisors does Agilis Investment Management have?
Agilis Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Agilis Investment Management invest in?
At the end of its last fiscal year, Agilis Investment Management’s separately managed accounts held 56% exchange-traded equities, 33% U.S. government and agency bonds and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Agilis Investment Management?
Agilis Investment Management’s direct owner is Jin Hu (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does Agilis Investment Management get paid?
Agilis Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Agilis Investment Management registered with the SEC?
Yes, Agilis Investment Management has been registered with the SEC as an investment adviser since 29 May 2025. Its CRD number is 336358 and its SEC file number is 801-132879.
Source: Form ADV Part 1A, Item 1, filed 27 May 2026; IAPD firm record
How do I contact Agilis Investment Management?
Agilis Investment Management’s main office is at 187 Danbury Road, Suite 206, Wilton, CT 06897. Its phone number is 203-920-1011. Its website is agilisim.com.