Agilis Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,058,441
Clients
194
Advisors
3
of 4 employees
About
Agilis provides discretionary portfolio management to individuals and a variety of institutions — including estates, trusts, foundations, endowments, corporations, and pension and profit‑sharing plans — with customized Statements of Investment Objectives and ongoing client service managed by a senior advisor and client liaison. As of December 31, 2025 the firm reported $123,781,946 in regulatory assets under management across its client relationships and has no stated account minimum.
The firm’s investment approach emphasizes current income: tax‑exempt and taxable fixed income (notably Private Activity Bonds and General Obligation municipal bonds) and dividend‑paying equities selected using fundamental “Graham & Dodd” analysis and databases such as Bloomberg and William O’Neil. Agilis conducts detailed credit and operational due diligence (including site visits), explicitly accounts for income compounding in performance, and may aggregate and block trades where practical.
What distinguishes Agilis from many peers is its concentrated focus on Private Activity Bonds (including unrated agency issues), its use of single‑handed purchases and client cross‑transactions for PAB allocations, and the firm’s willingness to manage accounts that use borrowing/margin (with margin included in asset valuations and fee calculations). The firm also serves a range of institutions beyond typical high‑net‑worth households — including, per its filing data, sovereign wealth fund clients — and documents procedures to address the liquidity, pricing and conflict considerations that arise from trading illiquid municipal issues.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% annually (100 basis points) $2,000,001 - $5,000,000: 0.95% annually (95 basis points) $5,000,001 - $10,000,000: 0.85% annually (85 basis points) $10,000,001+: 0.80% annually (80 basis points)
Main office
187 Danbury Road, Suite 201
Wilton CT 06897
Advisors at this office
3
Most active in
California · Connecticut · Florida · Georgia · Illinois · Louisiana · New Hampshire · New York · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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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.
Advisors at this firm
Jin H
Series 65
Wilton, CT
Agilis Investment Management LLC
Jin Hu is a financial advisor at Agilis Investment Management LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Round Rock Advisors LLC and Greenwich Investment Management, Inc. Agilis serves individuals and institutional clients such as estates, trusts, foundations, endowments, and pension or profit-sharing plans by providing discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented fixed income management, including Private Activity Bonds and other revenue bonds, and employs specialized execution techniques and fundamental equity analysis.
Heather S
Series 63, Series 65
Wilton, CT
Agilis Investment Management LLC
Heather Sevillano is a financial advisor at Agilis Investment Management LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis Investment Management serves individuals and various institutional clients, offering discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented strategies, particularly in Private Activity Bonds and specialized revenue bonds, and employs unique execution techniques such as group bond purchases and cross-client trades.
Nydia C
Series 63, Series 65
Wilton, CT
Agilis Investment Management LLC
Nydia Concepcion is a financial advisor with Agilis Investment Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at Round Rock Advisors LLC and Greenwich Investment Management, Inc. before joining Agilis in 2025. Agilis Investment Management provides discretionary portfolio management services to individuals and various institutions, including estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. The firm’s investment approach emphasizes current income through tax-exempt and taxable fixed income and dividend-paying equities, with a particular focus on Private Activity Bonds and detailed credit and operational due diligence.
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