AGILE INVESTMENTS
AGILE INVESTMENTS of ASHEVILLE, NC is an SEC-registered investment adviser (CRD 132924). Regulatory assets under management: $24.4M.
Registration
- CRD: 132924
- SEC file number: 801-68900
- Type: Registered investment adviser
- Location: 19 RANKIN AVENUE, ASHEVILLE, NC, 28801
- Phone: 615-260-3845
- Latest filing: 2026-03-31
- Regulatory AUM: $24.4M
- Discretionary AUM: $20.3M
- Non-discretionary AUM: $4.1M
- Clients: 1
- Accounts: 20
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| STEINHILBER JACK DANIEL | PRESIDENT, DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| STEINHILBER ALICIA DOE | SECRETARY AND DIRECTOR | — |
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