Access Investment Management, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 322491
- Registered since
- September 12, 2022
- Website
- accesscapital-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.19%
- Corporations / Businesses34.53%
- Charitable Organizations11.45%
- Individuals1.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Access Investment Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients (and small businesses through portfolio management), charging fees based on a percentage of assets under management. It identifies as a non-ESG investor, does not act as a capital allocator, and is not positioned as a pension consultant or multi-state adviser. Ownership is a mix of domestic entity and individual, and the firm’s day-to-day advisory activity centers on discretionary and non-discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities83%
- US Government Bonds10%
- Other7%
Contacts
3 of 3
Timothy Daughtry
Portfolio ManagerCRD 7530629
Matthew Reams
Founding PartnerCRD 2252812
Joshua Husted
Head of Wealth ManagementCRD 8202890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$26.5M in ETFs
100%
$26.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD PACIFIC STOCK INDEX FUND (VPL) | Vanguard | Passive | Diversified Pacific/Asia | $8.4M | 72,801 | 31.73% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3715 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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