← Tributary

AGILI, P.C.

RICHMOND, VA · CRD 107664 · IAPD ↗ · agilipersonalcfo.com · 804-358-2702

$1.10BRegulatory AUM
11Advisory reps
21Employees
1Clients
251-500Planning clients
2Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — AGILI, P.C. (RICHMOND, VA) left the SEC roster (was $1.10B RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
April 2024 — AGILI, P.C. notice-filed in NE, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — AGILI, P.C. crossed $1B in regulatory AUM ($972.5M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.