# Accent Capital Management, LLC

> Accent Capital Management, LLC is an SEC-registered investment advisory firm in Centerville, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 319275
- Filed as: ACCENT CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerville, OH
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319275
- AdvisorCensus page: https://advisorcensus.com/firm/accent-capital-management-llc-centerville-oh-319275

## Quick answers

**How is Accent Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Accent Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Accent Capital Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Asset-based fee: 0.65% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Accent Capital Management, LLC located?**
Accent Capital Management, LLC's principal office is in Centerville, OH, according to its Form ADV.

**Is Accent Capital Management, LLC registered with the SEC or a state?**
Accent Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319275.

**How much does Accent Capital Management, LLC manage?**
Accent Capital Management, LLC reports $382,706,251 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Accent Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Accent Capital Management, LLC: Regulatory assets under management: $238,260,597 in the October 2022 data and $382,706,251 in the October 2026 data, up 61%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Accent Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (39); corporations or other businesses not listed above (4).

**Which custodians does Accent Capital Management, LLC use?**
Accent Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Accent Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319275

**Does Accent Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "A minimum of $100,000 of assets under management is required. This account size may be negotiable under certain circumstances."

**What changed in Accent Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $320,960,536 to $382,706,251 (+19%). Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Asset-based fee: 0.65% of assets a year

> Our annual fees for portfolio management services are based upon a percentage of assets under management. The annualized fee for services is 0.65%.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> A minimum of $100,000 of assets under management is required. This account size may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $382,706,251
- Discretionary: $382,706,251
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $16,046,345 |
| High net worth individuals | 44 | $353,961,437 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $205,572 |
| Charitable organizations | 3 | $3,619,026 |
| Corporations or other businesses not listed above | 4 | $8,873,871 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OH, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accent-cm.com
- LinkedIn @nitin-kumbhani-90a00ab

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $238,260,597 | 3 | June 14, 2022 |
| October 2023 | $245,323,797 | 3 | April 11, 2023 |
| October 2024 | $271,990,152 | 4 | March 22, 2024 |
| October 2025 | $320,960,536 | 5 | February 28, 2025 |
| October 2026 | $382,706,251 | 7 | March 2, 2026 |

Regulatory assets under management: $238,260,597 in the October 2022 data and $382,706,251 in the October 2026 data, up 61%.
Total employees: 3 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $320,960,536 to $382,706,251 (+19%).
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accent Capital Management, LLC (CRD 319275): Form ADV filing data as of October 2026.