Accel Advisors, Inc.

Overview

Accel Advisors, Inc. is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individual and family clients and a limited number of small institutional relationships. The firm’s asset allocation tilt favors equities and exchange-traded instruments, with roughly half its assets held in exchange-traded equities. Service delivery combines percentage-of-AUM relationships with hourly and fixed-fee arrangements, indicating a mix of ongoing portfolio management and one-off planning or project work. Investment activity centers on liquid, transparent exposures—exchange-traded equities and mutual funds—while the firm also uses third-party alternative managers for hedge fund and real estate strategies. Accel Advisors, Inc. is not an active ESG investor and operates from a single office, using established custodians to hold client assets.

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Public Holdings

Investments & Alternatives

Location & Offices