# Access Financial Group, LLC

> Access Financial Group, LLC is a state-registered investment advisory firm in Mount Vernon, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 312084
- Filed as: ACCESS FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Vernon, TX
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312084
- AdvisorCensus page: https://advisorcensus.com/firm/access-financial-group-llc-mount-vernon-tx-312084

## Quick answers

**How is Access Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Access Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Access Financial Group, LLC located?**
Access Financial Group, LLC's principal office is in Mount Vernon, TX, according to its Form ADV.

**Is Access Financial Group, LLC registered with the SEC or a state?**
Access Financial Group, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 312084.

**How much does Access Financial Group, LLC manage?**
Access Financial Group, LLC reports $39,277,157 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Access Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (6).

**Does Access Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312084

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,277,157
- Discretionary: $39,277,157
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $27,008,232 |
| High net worth individuals | 6 | $12,268,925 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- afginvest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Financial Group, LLC (CRD 312084): Form ADV filing data as of October 2026.