Access Investment Management, LLC

RIASEC Registered

Total AUM

$456M

Discretionary

$167M

37% of AUM

Avg account

$5.4M

Accounts

85

Employees

2

Advisory reps

3

Firm details

Headquarters: Atlanta, Georgia
CRD number: 322491
Registered since: September 12, 2022
Website: accesscapital-llc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI52.19%
Corporations / Businesses34.53%
Charitable Organizations11.45%
Individuals1.83%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Access Investment Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2022) and focuses on portfolio management for individuals, families and small businesses. Its fee model is a percentage of assets under management and the client base is primarily individual and family households. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it is classified as a domestic entity/individual owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities83%
US Government Bonds10%
Other7%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 25

Active vs passive

$34.4M in ETFs

Passive

100%

$34.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD PACIFIC STOCK INDEX FUND (VPL)	Vanguard	Passive	Diversified Pacific/Asia	$8.6M	74,054	24.96%

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Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Fulton
Address: 3715 Northside Pkwy Nw
Time zone: ET (UTC-5)
Office locations

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