ACCESS CAPITAL, LLC
SEC RegisteredAn elevated advisory experience
About the firm
Access Capital Advisors is an investment advisory firm that provides customized investment strategies and financial planning services. The firm takes a personal, concierge-level approach to financial advisory, consulting individually with clients prior to employing hand-selected strategies. Their team considers themselves architects of clients' financial lives, serving individuals, families, and high-caliber institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment strategies, wealth management, asset preservation, legacy building, financial planning, and business financial advisory services, delivered with a concierge-level client experience.
Who they serve
Individuals, families, high-caliber institutions, and business owners, including those with distinction and complex wealth management needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $2.6M |
| High Net Worth Individuals | 21 | $100M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.25% |
| $500,000 – $1,000,000 | 1.10% |
| $1,000,001 – $4,000,000 | 1.00% |
| Over $4,000,000 | 0.90% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCESS CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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