Fee-only adviser · Wilton, CT
Agilis Investment Management LLC
Agilis Investment Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wilton, Connecticut. On its latest Form ADV, filed May 27, 2026, it reports $124M in regulatory assets under management, 194 individual clients and 4 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 336358 · SEC file 801-132879 |
| Office | 187 Danbury Road Suite 206 Wilton, CT 06897 |
| Phone | (203) 920-1011 |
| Website | agilisinvest.com |
| Regulatory assets under management | $124M |
| Individual clients | 31 non-high-net-worth, 163 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 27, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Wilton
- Round Rock Advisors LLC $907M
- Catum Advisory Group, LLC. $129M
- Euclid Harding, LLC $3.8M
- Ais Capital Management L.P. $358M
See all 5 fee-only advisers in Wilton →
Nearby
- Georgetown 1 firm
- New Canaan 6 firms
- Westport 21 firms
- Pound Ridge 1 firm
- Redding 1 firm
- Norwalk 4 firms
- Ridgefield 3 firms
- Easton 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Agilis Investment Management LLC? Update this listing.