Gile Agnew, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gile Agnew provides discretionary portfolio management and financial planning to individuals (both high‑net‑worth and non‑HNW), trusts, retirement accounts, investment entities, and charitable organizations, overseeing about $28.2 million across roughly 173 client relationships. The firm charges percentage‑of‑AUM advisory fees and focuses on tailored portfolios for individual clients, consistent with common practices among similar supported firms.
The firm uses a proprietary, rules‑based value investing framework grounded in academic research, implementing strategies primarily with individual equities and bonds and periodically rebalancing to reflect changing market and economic conditions. Risk management is an explicit part of the approach, including tactical hedging (such as options), adaptive asset allocation, and tax‑aware trading like loss harvesting and specific‑identification cost‑basis accounting.
Noteworthy differences from many peers include an affiliated solo law practice focused on areas such as estate planning and litigation, which provides in‑house legal capability that is uncommon for advisory firms. The firm’s principals also maintain other business activities — including insurance licensing, a separate tax‑planning practice, and co‑ownership of private investment and oil‑and‑gas holding entities — which can create occasional private investment offerings and require disclosure of potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% $1,000,001 - $5,000,000: 1.25% $5,000,001+: 1%
Account minimum: $500,000 Minimum fee: Flat fee of 1.5% annually for accounts under $1,000,000 Fee-only: Annual advisory fees based on assets under management or flat fee; negotiable and flat fees may be available
Main office
150 N Ludington Street
Columbus WI 53925
Advisors at this office
2
Most active in
Texas · Wisconsin
Also doing business as
A. Gile & Co. · A. Gile & Co. LLC · Gile Agnew, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew G
Series 66
Columbus, WI
Gile Agnew, LLC
Andrew Gile is a financial advisor at Gile Agnew, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army for eleven years. He is currently involved as an intern at Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.
Trevor A
Series 66
Columbus, WI
Gile Agnew, LLC
Trevor Agnew is a financial advisor at Gile Agnew, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, OSAIC, and several other financial firms. Outside of advisory work, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a rules-based value investing framework with an emphasis on risk management and tax-aware trading, overseeing approximately $28.2 million across about 173 client relationships.
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