CRD: 336358
Agilis Investment Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeOak harbor +more
- Established Date
- 05-29-2025
- Office Locations
- 1
Office Locations
About Agilis Investment Management LLC
Agilis Investment Management LLC is a specialty investment manager serving individuals and institutions focused on steady income and wealth preservation. The firm builds tax-aware portfolios of high-yield, lower-volatility assets, often in less-followed, esoteric areas not commonly held in popular mutual funds or ETFs, and selectively pursues opportunistic growth in undervalued equities and fixed income. Diligence combines analyst research with on-the-ground site visits and direct engagement with management and industry experts.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JIN HU
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7268157
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NYDIA E. CONCEPCION
--
- CRD
- #2072137
HEATHER SIMON SEVILLANO
--
- CRD
- #4364781
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,781,946 | $583,877 |
| Non-Discretionary | $0 | -- |
| Total | $123,781,946 | $583,877 |
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Separately Managed Accounts
Total SMA Asset: $123,781,946
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $785,586,865 | 19.6% |
| U.S. Government/Agency | $1,927,894,295 | 48.1% |
| Cash | $1,294,615,088 | 32.3% |
| Total | $4,008,096,248 | 100.0% |