A complete list of active advisors currently associated with AGIOS Capital LLC
Warmer can help you find a great advisor at AGIOS Capital LLC or one who fits your needs even better.
Agios Capital LLC is a newly registered Maryland investment adviser that intends to provide discretionary and non‑discretionary portfolio management, comprehensive financial planning, and advisory services to sponsored private pooled vehicles for retail individuals, high‑net‑worth clients, institutional clients, and international investors. As of the brochure date the firm had not yet commenced advisory operations and reported zero assets under management. The firm develops investment strategies on a client‑by‑client basis and documents them in an Investment Policy Statement, applying a multi‑asset, research-driven approach that can include equities, fixed income, ETFs, alternatives, cryptocurrencies, commodities, foreign exchange, options and other derivatives. AGIOS discloses prospective use of margin borrowing and derivatives in managed accounts, requires client authorization for margin, committee approval for certain derivatives and alternative investments, and subjects AI‑assisted research to mandatory human review. Distinctive features in the brochure include a mix of fee arrangements—fixed and hourly engagement fees alongside asset‑based and negotiable performance fees—and a stricter qualified‑client threshold with independent verification before entering performance‑based arrangements. The firm also emphasizes internal governance (Risk and Oversight Committee approval and enhanced suitability documentation for margin, derivatives and sponsored‑fund recommendations) and declines proxy‑voting authority, leaving voting responsibility with clients unless otherwise agreed in writing.
To learn more about the advisors currently working at AGIOS Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Pikesville, MD
| 0
|
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