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 an independent SEC-registered RIA that provides discretionary portfolio management primarily to individuals, families and institutional clients. The firm is organized as an LLC, is owned by an individual, and bills clients on a percentage-of-AUM basis. Its advisory work is focused on portfolio management for individuals and small businesses as well as for businesses or institutional clients. Accent does not identify as an active ESG investor and is not designated as a capital allocator.
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 24Active vs passive
$26.3M in ETFs
98%
$25.8M
0%
$420K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.9M | 15,869 | 45.23% |
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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