Fee-only adviser · Asheville, NC
Agile Investments
Agile Investments is a fee-only investment adviser registered with the securities regulator of North Carolina, with its main office in Asheville, North Carolina. On its latest Form ADV, filed March 31, 2026, it reports $24M in regulatory assets under management, 9 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: North Carolina |
|---|---|
| Firm CRD number | 132924 · SEC file 801-68900 |
| Office | 19 Rankin Avenue Ste 124 Asheville, NC 28801 |
| Phone | (615) 260-3845 |
| Website | Not listed |
| Regulatory assets under management | $24M ($20M discretionary) |
| Individual clients | 0 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Asheville
- Act Advisors $499M
- Horizons Wealth Management $258M
- Joel Adams and Associates Inc. $306M
- Holcombe & McGrath $156M
- Altamont Capital Management $412M
- Wessel Investment Counsel, L.L.C. $109M
See all 11 fee-only advisers in Asheville →
Nearby
- Arden 1 firm
- Weaverville 2 firms
- Black Mountain 1 firm
- Hendersonville 1 firm
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