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Agile Investments
SEC-regulated
Registered investment advisor
Agile Investments, led by Jack D. Steinhilber, Jr., offers financial advisory services with a focus on personalized investment strategies. Established in September 2018, Mr. Steinhilber brings over two decades of experience, including serving as President of Steinhilber Enterprises Inc. until 2018. He holds a Bachelor of Science in Finance and Accounting from the University of Virginia.
Clients of Agile Investments benefit from Mr. Steinhilber's expertise without the imposition of performance-based fees, as his compensation is solely derived from advisory fees paid by clients. Additionally, Mr. Steinhilber is the managing member of the Agile Income Fund, LLC, a private real estate lending fund established in May 2020.
Operating as a solo-practitioner, Mr. Steinhilber self-supervises Agile Investments. Notably, he has a clean disciplinary record with no reported legal or disciplinary events. Furthermore, he has not been involved in arbitration claims, civil proceedings, self-regulatory organization actions, or bankruptcy petitions.
For more information, individuals can refer to the SEC's website or contact Mr. Steinhilber directly at (615) 260-3845.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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