A complete list of active advisors currently associated with Illumine Investment Management, LLC

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

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.

To learn more about the advisors currently working at Illumine Investment Management, 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.