ACCESS CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TULSA, Oklahoma
CRD number
282869

Firm profile

FINTRX

Overview

Access Capital Management, LLC operates as a limited liability company focused on investment activities. The firm is classified as unclassified, indicating a broad approach to its investment strategies without a specific niche designation. While it does not actively engage in capital allocation, Access Capital Management has established affiliations with a law firm, which may influence its investment decisions and client interactions. The firm does not identify as an active ESG investor, nor does it operate as a multi-state adviser or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JACOB WHITLEY

    ManagerCRD 5169930

  • Ron Barber

    ManagerCRD 6614073

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
TULSA
Address
525 S Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth