Illumine Investment Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Illumine Investment Management reports 90 clients. They include 61 individual clients and 29 high-net-worth individuals. Of its assets, 100.0% ($215M across 315 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 20% |
| High-net-worth individuals | 32% | 69% |
| Banking or thrift institutions | Fewer than 5 | 11% |
| Other investment advisers | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 61 | $42.3M | 19.6% | $693K |
| High-net-worth individuals | 29 | $148M | 69.0% | $5.12M |
| Banking or thrift institutions | Fewer than 5 | $22.9M | 10.7% | — |
| Other investment advisers | Fewer than 5 | $399K | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $1.19M | 0.6% | — |
| Total | 90 | $215M | 100% | — |
- Clients
- 61
- Regulatory AUM
- $42.3M
- AUM share
- 19.6%
- Avg. per client
- $693K
- Clients
- 29
- Regulatory AUM
- $148M
- AUM share
- 69.0%
- Avg. per client
- $5.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $22.9M
- AUM share
- 10.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $399K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.19M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 90
- Regulatory AUM
- $215M
- 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
- Financial planning clients last fiscal year
- 0
Illumine Investment Management charges up to 1.95% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Fee details and sources
Mark McComsey owns 50% to 75% of Illumine Investment Management. It has 5 employees.
Leadership
- Ivan JevremovicMember
- Mark McComseyMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Illumine Investment Management, LLC
Mark McComsey
Control person · since November 2020
- Owns 25% to 50% of Illumine Investment Management, LLC
Ivan Jevremovic
Control person · since November 2020
Illumine Investment Management’s regulatory assets grew from $150M (April 2021) to $215M (February 2026); clients rose from 75 to 90 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $215M | 90 | 5 | 4 |
| February 2025 | $211M | 88 | 5 | 4 |
| April 2024 | $189M | 82 | 5 | 5 |
| May 2023 | $165M | 83 | 5 | 2 |
| July 2022 | $171M | 81 | 5 | 2 |
| April 2021 | $150M | 75 | 5 | 2 |
Besides its headquarters, Illumine Investment Management has 3 offices (3 private residences, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- 19225 8th Ave Ne, Suite 201-0902, PoulsboHQ
Contact and registration details
- Legal name
- Illumine Investment Management, LLC
- Headquarters
- 19225 8th Ave Ne, Suite 201-0902, Poulsbo, WA 98370
- Website
- illumineinvest.com
- Phone
- 424-322-7500
- SEC file
- 801-120043
- Structure
- Washington LLC
- Fiscal year end
- December
Illumine Investment Management uses Fidelity ($195M, 91%), Charles Schwab ($17.9M, 8%) and Interactive Brokers ($2.3M, 1%) as custodians for its separately managed accounts. Illumine Investment Management has custody of $324M in client assets for 62 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $195M91%
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $17.9M8%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $2.3M1%
At year end, Illumine Investment Management’s separately managed accounts were mostly in stocks (69%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $154M across 95 positions; the largest are Advanced Micro Devices Inc. (6.0%), Interactive Brokers Group IN (3.0%) and J P Morgan Exchange Traded F (2.8%).
What the accounts hold
- Stocks69%
- Funds16%
- Bonds14%
- U.S. government and agency bonds10%
- State and local bonds2%
- Investment grade corporate bonds2%
- Cash3%
Reported 13F holdings
- $154M
- Reported 13F value
- 95
- Positions
- 29.1%
- In the 10 largest
- +18.1%
- Value vs. prior quarter
- Advanced Micro Devices Inc.6.0%
- Interactive Brokers Group IN · Com CL A3.0%
- J P Morgan Exchange Traded F · Ultra Shrt ETF2.8%
- iShares TR · Ishs 5-10yr Invt2.7%
- United Therapeutics Corp. Del2.7%
- Arista Networks Inc. · Com Shs2.5%
- Virtus ETF TR II · Seix SR LN ETF2.5%
- Costco Wholesale Corporation2.5%
- Berkley W R Corp.2.3%
- Doordash Inc. · CL A2.0%
Together, the ten largest are 29.1% of reported value.
How many clients does Illumine Investment Management have?
Illumine Investment Management has 90 clients and manages $215 million for them, as of February 2026. They include 61 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Illumine Investment Management offer?
Illumine 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 Illumine Investment Management charge?
Illumine Investment Management charges up to 1.95% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Illumine Investment Management use?
Illumine Investment Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $195M, Charles Schwab & Co., Inc. (West Lake, TX), with $17.9M and Interactive Brokers LLC (Greenwich, CT), with $2.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Illumine Investment Management have?
Illumine Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 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 Illumine Investment Management invest in?
At the end of its last fiscal year, Illumine Investment Management’s separately managed accounts held 69% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 3% cash and equivalents, 2% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Illumine Investment Management have a minimum investment?
Yes, Illumine Investment Management’s minimum account size for its Investment Management is $250K.
Who owns Illumine Investment Management?
Illumine Investment Management’s direct owners are Mark McComsey (50% to 75%) and Ivan Jevremovic (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Illumine Investment Management get paid?
Illumine 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
How do I contact Illumine Investment Management?
Illumine Investment Management’s main office is at 19225 8th Ave Ne, Suite 201-0902, Poulsbo, WA 98370. Its phone number is 424-322-7500. Its website is illumineinvest.com.