ACCOUNTING ADVISORY SERVICES, L.L.C.

Overview

Accounting Advisory Services, L.L.C. is an independent, privately owned registered investment adviser that serves individuals and families. The firm functions as a capital allocator and offers both financial planning and portfolio management for individuals, small businesses and other organizations. It also provides adviser selection services, indicating it places client assets with outside managers when appropriate. The firm's business footprint blends financial and professional services: regulatory filings list accounting and law practice activities alongside other financial product sales. Compensation is flexible — the firm charges based on a percentage of assets under management, hourly fees, fixed fees and other arrangements. Accounting Advisory Services does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives