Illumine Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Illumine Investment Management serves individuals, high‑net‑worth households, trusts, estates and other private clients, offering discretionary and non‑discretionary investment management alongside integrated financial planning. The firm reports $215 million in regulatory assets under management, a five‑person advisory team, and provides ongoing portfolio supervision, tax‑aware planning input and goal‑based reporting.
The firm’s investment approach is quantitatively driven, using proprietary multi‑factor models and a disciplined asset‑allocation framework across defined sleeves—including earnings‑revisions growth, small‑cap growth, fixed income, international, and alternative/alternative‑income strategies that employ mutual funds, ETFs and closed‑end funds. Illumine customizes allocations for client objectives and risk tolerances, may actively rebalance portfolios, and discloses potential exposure to digital‑currency‑linked products and other liquid alternative instruments.
Compared with many peers, Illumine explicitly offers sub‑advisory services to Independent RIAs, managing Adviser Client accounts on third‑party custodial platforms and providing reporting via an online portal—an arrangement where Illumine generally has no direct client contact. The firm also describes a client mix that extends beyond typical retail households to include other institutional relationships, and it uses third‑party administrative and reporting systems (Advyzon) to support performance reporting and account administration.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 1.95% annually, negotiated based on account size, complexity, activity, or other reasons +: Employees and family related accounts charged reduced fees
Account minimum: $250,000 Fee-only: Annual asset management fees up to 1.95% billed quarterly in advance, based on market value of portfolio at quarter end; fees may be negotiated and vary by account
Main office
See office19225 8th Ave NE, Suite 201 0902
Poulsbo WA 98370
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Florida · Idaho · Texas · Washington
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.
Quick links
Advisors at this firm
Ivan J
Series 66
Poulsbo, WA
Illumine Investment Management, LLC
Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, with a break during 2016 to 2021 when he was at CS Planning Corp. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm uses a quantitatively driven investment approach based on proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.
Mark M
Series 63, Series 65
Hayden, ID
Illumine Investment Management, LLC
Mark Mccomsey is a financial advisor at Illumine Investment Management, LLC with 26 years of industry experience. He has held his current role since 2016 and previously worked at CS Planning Corp. from 2016 to 2021. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and a disciplined asset-allocation framework, customizing allocations based on client objectives and risk tolerances.
Shiyi Z
Series 65
Irvine, CA
Illumine Investment Management, LLC
Shiyi Zhang is a financial advisor at Illumine Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Leju USA LLC and in academic roles at the University of California and Walla Walla University. Outside of advising, Zhang has experience as an assistant manager in the retail sector. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes allocations based on client objectives and risk tolerances.
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