Agile Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Agile Investments provides portfolio management services to high‑net‑worth individuals and trusts, managing individualized, diversified multi‑asset portfolios on both discretionary and non‑discretionary bases. The firm reports managing about $24.3 million in client assets and does not offer standalone financial planning services.
The firm follows an active, tactical approach that emphasizes fundamental analysis of the economic environment and asset classes, with technical analysis used secondarily, and typically implements portfolios using exchange‑traded funds and no‑load mutual funds while retaining the ability to buy individual securities. Accounts are monitored daily and reviewed at least monthly, and the adviser may adjust overall market exposure and asset weightings as part of its risk management.
A distinctive feature is that the firm sponsors an affiliated private fund, Agile Income Fund, LLC, which is engaged in private real estate lending and for which certain advisory clients are also investors; that affiliated fund has custody of client funds. The combination of a long record of operation (since 2004), a limited client roster, and active involvement in a private fund/syndication activity sets the firm apart from many independent single‑advisor peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001+: 0.25% annually
Negotiated hourly fee arrangements available
Minimum fee: $750 per quarter Fee-only: Negotiated fixed fee arrangements available
Main office
19 Rankin Avenue, Ste 124
Asheville NC 28801
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Agile Enterprises, LLC · Agile Investments · Steinhilber Enterprises, Inc.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
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