A complete list of active advisors currently associated with Gile Agnew, LLC

Warmer can help you find a great advisor at Gile Agnew, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gile Agnew, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.