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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 25, 2025 and May 27, 2026, reported AUM increased 0.1%, from $123.6M to $123.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 212 clients, or 53 clients per representative. That equates to $583.9K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Agilis Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Director
- 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
SMA allocation detail is available
Agilis Investment Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.