# Access Investment Management, LLC

> Access Investment Management, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 322491
- Filed as: ACCESS INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322491
- AdvisorCensus page: https://advisorcensus.com/firm/access-investment-management-llc-atlanta-ga-322491

## Quick answers

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

**What does Access Investment Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Access Investment Management, LLC located?**
Access Investment Management, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Access Investment Management, LLC registered with the SEC or a state?**
Access Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322491.

**How much does Access Investment Management, LLC manage?**
Access Investment Management, LLC reports $456,423,945 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (37% discretionary).

**How have Access Investment Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Access Investment Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $456,423,945 in the October 2026 data. Total employees: 4 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Access Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (16).

**Which custodians does Access Investment Management, LLC use?**
Access Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Access Investment 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/322491

## 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 February 18, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Annual fees are a maximum of 1.25%. Consulting services are included in these fees for asset management services.

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

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: $456,423,945
- Discretionary: $166,897,277
- Non-discretionary: $289,526,668

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $8,362,692 |
| High net worth individuals | 16 | $238,202,957 |
| Charitable organizations | Fewer than 5 | $52,272,958 |
| Corporations or other businesses not listed above | Fewer than 5 | $157,585,338 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 4 | August 4, 2022 |
| October 2023 | $302,760,000 | 4 | June 27, 2023 |
| October 2024 | $363,924,000 | 2 | March 6, 2024 |
| October 2025 | $419,624,870 | 2 | April 9, 2025 |
| October 2026 | $456,423,945 | 2 | February 18, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $456,423,945 in the October 2026 data.
Total employees: 4 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Investment Management, LLC (CRD 322491): Form ADV filing data as of October 2026.