ACCENT CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CENTERVILLE, Ohio
- CRD number
- 319275
- Registered since
- April 1, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.49%
- Individuals4.19%
- Corporations / Businesses2.32%
- Charitable Organizations0.95%
- Pension & Profit Sharing Plans0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Accent Capital Management, LLC is a small, SEC-registered investment adviser organized as an LLC and registered in 2022. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutional entities, and its client billing follows a percentage-of-assets-under-management model. Accent does not identify as an ESG-focused manager and does not report operating as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents27%
- Public Funds/Mutual Funds12%
- US Government Bonds7%
Owners & executives
2 of 2VIJAY ALAGIRISAMY
Chief Compliance OfficerCRD 7892207
NITIN KUMBHANI
Co-Founder and Chief Investment OfficerCRD 1820678
Contacts
2 of 2Abhijit Kumbhani
Member, Vice PresidentCRD 7510814
KAMAL KUMBHANI
President, memberCRD 4362992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$72M in ETFs
73%
$52.5M
25%
$19.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.3M | 15,869 | 14.37% |
Location
CENTERVILLE, OH
MONTGOMERY
Location
CENTERVILLE, OH
Headquartered in CENTERVILLE, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 170 E Spring Valley Pike
- Time zone
- ET (UTC-5)
- Office locations
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