Accolade Asset/Liability Advisory Services

RIASEC RegisteredEst. 2008

Total AUM

$1.6B

Discretionary

$0

0% of AUM

Avg account

$41M

Accounts

39

Employees

7

Advisory reps

9

Firm details

Headquarters: Columbus, Ohio
CRD number: 145635
Registered since: January 23, 2008
Website: www.accoladeadvisory.com
Custodians: THE BANK OF NEW YORK MELLON, FEDERAL HOME LOAN BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Accolade Asset/Liability Advisory Services is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2008. The firm focuses on portfolio management for business and institutional clients rather than retail households. Its revenue model combines AUM-based fees and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

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

US Government Bonds81%
Cash & Cash Equivalents16%
Investment Grade Corp Bonds3%

Owners & executives

2 of 2

Peter Gibson
Chief Investment OfficerCRD 5467097
Nora Ramey
Chief Compliance OfficerCRD 8038506

Contacts

3 of 7

James Pisula
Vice PresidentCRD 7099247
Ethan Rhinehart
Financial AnalystCRD 6535483
Ryan Murphy
Investment Adviser RepresentativeCRD 4667957

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: Franklin
Address: 8700 Orion Pl
Time zone: ET (UTC-5)
Office locations

Similar firms

Antolino Wealth Advisors

Columbus, OH

AUM $1.4BTEAM 30REPS 10

White Oak Partners Investment Advisor, LLC

Columbus, OH

AUM $1.8BTEAM 8REPS 3

Meyers Wealth Management, LLC

Columbus, OH

AUM $1.9BTEAM 10REPS 9

Frazier Financial Advisors, LLC

Columbus, OH

AUM $1.2BTEAM 20REPS 12

Summit Financial Strategies Inc

Columbus, OH

AUM $2.3BTEAM 35REPS 20

The Joseph Group Capital Management

Columbus, OH

AUM $1.1BTEAM 25REPS 12

More RIAs in Columbus →All Ohio RIAs →