RIA Intel›Advisers›North Carolina›AGILE ENTERPRISES, LLC

AGILE ENTERPRISES, LLC

Advisory

ASHEVILLE, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

AUM change, 1 year
-33.3%
15th percentile in NC
AUM CAGR, 3 year
-13.1%
compound annual growth
Average account
$1M
across 20 accounts
AUM per adviser
$24M
1 adviser
Filing history
15
filings since 2008

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$24M
1-Year AUM Growth
-33.3%
3-Year CAGR
-13.1%
Employees
1
Assets Under Management
Total AUM$24M
Discretionary AUM$20M
Non-Discretionary AUM$4M
Discretionary %83.4%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingFeb 21, 2008
Latest FilingMar 31, 2026
Full AUM trend chart and 15 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

BOLIN CREEK WEALTH ADVISORS LLC
CHAPEL HILL, NC
$24M
COMPASS FINANCIAL SERVICES, INC.
WINSTON-SALEM, NC
$25M
OAKE FINANCIAL LLC
$24M
CAMBIUM CAPITAL MANAGEMENT, LLC
CHARLOTTE, NC
$25M
-83.7% 1Y
1618 ADVISORS LLC
CHARLOTTE, NC
$25M
ONE PROVIDENCE CAPITAL, LLC
$23M

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