CRD: 132924
Agile Investments
Asheville, NC, 28801
6152603845
$24.4M Total AUM
$20.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2004
- Office Locations
- 1
Office Locations
19 Rankin Avenue STE 124 Asheville NC
About Agile Investments
Agile Investments is a Asheville-based RIA. The firm has been operating for 21 years. Managing $24.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$24.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Wave glacier
Investment Vehicles
Matrix beacon
Services
Insight radial Vertex delta
Owner & Executives
J
JACK DANIEL STEINHILBER JR.
COMPLIANCE OFFICER, Managing Member
- CRD
- #4245837
- Ownership
- 75% or more
(783) 920-4854
insight.capital@focuscapital.com
in linkedin.com/in/north-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,317,865 | $1,377,778 |
| Non-Discretionary | $4,051,092 | $6,600,000 |
| Total | $24,368,957 | $1,900,000 |
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Separately Managed Accounts
Total SMA Asset: $24,368,957
Public Funds:
51.8% Cash:
28.2% Equity - Exchange:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $216,466,443 | 51.8% |
| Cash | $117,844,666 | 28.2% |
| Equity - Exchange | $83,577,778 | 20.0% |
| Total | $417,888,887 | 100.0% |