Agile Capital Management, LLC. (Dba Personal Benefit Services) (Lakewood)

Name: Agile Capital Management, LLC. (Dba Personal Benefit Services)
Address: 200 Union Blvd, Lakewood, CO, 80228
Telephone: 303-991-6409

Agile Capital Management, LLC. (Dba Personal Benefit Services) is a large advisory firm based in Lakewood. It manages $101.31 million of regulatory assets for 342 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, Colorado, Maryland, Minnesota, and Virginia.

Agile Capital Management, LLC. (Dba Personal Benefit Services) provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agile Capital Management, LLC. (Dba Personal Benefit Services): assets under management

The assets under management (AUM) of Agile Capital Management, LLC. (Dba Personal Benefit Services) is $101.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $101.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $296.23 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 97% of the total AUM. The second-largest asset type is exchange traded securities, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agile Capital Management, LLC. (Dba Personal Benefit Services) for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Agile Capital Management, LLC. (Dba Personal Benefit Services) serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Agile Capital Management, LLC. (Dba Personal Benefit Services) is individuals with 224 clients and $73.31 million of assets under management. Among the 8 most similar advisory firms, Agile Capital Management, LLC. (Dba Personal Benefit Services) has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $101.31 million for 242 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Agile Capital Management, LLC. (Dba Personal Benefit Services) doesn't advise any private funds.

Careers at Agile Capital Management, LLC. (Dba Personal Benefit Services)

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Alan Melling	Managing member/chief compliance officer	1 Apr 2015	75% - 100%	2155672

Based in Lakewood

The principal office where Agile Capital Management, LLC. (Dba Personal Benefit Services) performs its advisory services is located at 200 Union Blvd, Lakewood, CO 80228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-991-6409 or by fax 720-367-5310. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pbsadvisor.com.