Access Capital, LLC

Overview

Access Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Access Capital is not flagged as an active ESG investor, does not act as a capital allocator or pension consultant, and is not identified as a multi-state or related adviser in the snapshot provided. The firm’s SEC registration year is listed as 2026.

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Location & Offices