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AGILIS INVESTMENT MANAGEMENT LLC

WILTON, CT · CRD 336358 · IAPD ↗ · agilisinvest.com · (203) 920-1011

$123.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2026 — AGILIS INVESTMENT MANAGEMENT LLC notice-filed in FL, IL, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2025 — AGILIS INVESTMENT MANAGEMENT LLC changed its website from agilisim.com to agilisinvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
June 2025 — AGILIS INVESTMENT MANAGEMENT LLC (WILTON, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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