ACCESS ADVISORY GROUP LLC

Overview

Access Advisory Group LLC is a small, owner-operated advisory firm that serves individual and family clients. The firm acts as a capital allocator with a clear tilt toward public equity exposure, relying heavily on exchange-traded vehicles for core portfolio construction while supplementing portfolios with third‑party alternative managers. Its advisory scope includes financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of sub‑advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees. Investment preferences emphasize liquid equity exposure through exchange‑traded equities and ETFs as the primary building blocks. The firm complements that equity foundation with selected allocations to hedge funds and real estate managers, and makes use of annuities, mutual funds and corporate debt to meet specific client objectives. Access Advisory Group LLC does not present as an ESG-focused manager and currently operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices