Agilis Investment Management LLC

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Client assets under management

$82,058,441

Clients

194

84% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$422,982

About

Agilis advises both individual and institutional clients, including taxable and tax‑exempt entities such as foundations and endowments, and the firm’s client mix includes institutional mandates that are uncommon among peers (including a sovereign wealth fund). It provides discretionary portfolio management and related investment counsel with ongoing administrative client support.

The firm’s investment approach prioritizes current income and emphasizes tax‑exempt and income‑producing assets, principally Private Activity Bonds (PABs), General Obligation bonds, and income‑oriented equities analyzed with a fundamental, Graham & Dodd–style process. Agilis customizes a Statement of Investment Objectives for each client and permits margin borrowing in client accounts, with outstanding margin balances included in assets under management.

What distinguishes Agilis from many peers is its specialized focus on PABs, including participation in single‑handed bond purchases and the use of client cross‑transactions for rebalancing, together with detailed project due diligence (site visits, official statements, and lender analyses). The firm also makes research resources such as Bloomberg and the William O’Neil database available through soft‑dollar arrangements, and its strategies and disclosures indicate it serves largely sophisticated or institutionally experienced clients who may accept concentration and limited liquidity in pursuit of current income.

Client services

Portfolio management

Expertise

General retirement planning Income planning Concentrated stock management Private / alternative investments

Occupation focus

Financial Professional Founder/Business Owner Attorney

Fee options

Percentage

$0 - $2,000,000: 100 Basis Points (1.00%) annually $2,000,001 - $5,000,000: 95 Basis Points (0.95%) annually $5,000,001 - $10,000,000: 85 Basis Points (0.85%) annually $10,000,001+: 80 Basis Points (0.80%) annually

Main office location

Agilis Investment Management LLC

187 Danbury Road, Suite 206

Wilton CT 06897, United States

Number of offices

Most active in

California · Connecticut · Florida · Georgia · Illinois · Louisiana · New Hampshire · New York · Texas · Vermont

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (203) 920-1011

Advisors at this firm

Jin H

Series 65

Wilton, CT

Agilis Investment Management LLC

Jin Hu is a financial advisor at Agilis Investment Management LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Round Rock Advisors LLC and Greenwich Investment Management, Inc. Agilis serves individuals and institutional clients such as estates, trusts, foundations, endowments, and pension or profit-sharing plans by providing discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented fixed income management, including Private Activity Bonds and other revenue bonds, and employs specialized execution techniques and fundamental equity analysis.

General retirement planning Income planning Concentrated stock management Private / alternative investments Financial Professional Founder/Business Owner Attorney

Heather S

Series 63, Series 65

Wilton, CT

Agilis Investment Management LLC

Heather Sevillano is a financial advisor at Agilis Investment Management LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis Investment Management serves individuals and various institutional clients, offering discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented strategies, particularly in Private Activity Bonds and specialized revenue bonds, and employs unique execution techniques such as group bond purchases and cross-client trades.

General retirement planning Income planning Concentrated stock management Private / alternative investments Financial Professional Founder/Business Owner Attorney

Nydia C

Series 63, Series 65

Wilton, CT

Agilis Investment Management LLC

Nydia Concepcion is a financial advisor at Agilis Investment Management LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Round Rock Advisors LLC and Greenwich Investment Management, Inc. Agilis Investment Management LLC provides discretionary portfolio management and investment counsel to individuals and institutional clients, including estates, trusts, foundations, and pension plans. The firm focuses on income-oriented fixed income and dividend-producing equity portfolios, with specialized expertise in Private Activity Bonds and other revenue bonds.

General retirement planning Income planning Concentrated stock management Private / alternative investments Financial Professional Founder/Business Owner Attorney

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