ACCESS CAPITAL, LLC

Overview

Access Capital, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management focused on privately advised relationships. The firm favors equity-oriented portfolios: its filings show a clear preference for exchange-traded equities as the primary vehicle for client exposure. Most client assets are managed on a discretionary basis, which suggests a model centered on personalized portfolio implementation and ongoing rebalancing rather than one-off advice. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating flexibility to serve both ongoing wealth-management clients and project-based planning clients. Access Capital does not market itself as an institutional pension consultant or a multi-state ESG specialist; instead it concentrates on direct client advisory work for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices