# Access Softek Advisory Services

> Access Softek Advisory Services is an SEC-registered investment advisory firm in Naperville, IL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 299800
- Filed as: ACCESS SOFTEK ADVISORY SERVICES
- Legal name: Access Softek Advisory Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299800
- AdvisorCensus page: https://advisorcensus.com/firm/access-softek-advisory-services-naperville-il-299800

## Quick answers

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

**How much does Access Softek Advisory Services charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Asset-based fee: 0.3% to 0.8% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Access Softek Advisory Services located?**
Access Softek Advisory Services' principal office is in Naperville, IL, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Access Softek Advisory Services registered with the SEC or a state?**
Access Softek Advisory Services is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299800.

**How much does Access Softek Advisory Services manage?**
Access Softek Advisory Services reports $7,401,031 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (92% discretionary).

**How have Access Softek Advisory Services' assets and staff changed since 2021?**
In the Form ADV data for Access Softek Advisory Services: Regulatory assets under management: $111,541 in the October 2021 data and $7,401,031 in the October 2026 data, up 6535%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Access Softek Advisory Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,223).

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

**Does Access Softek Advisory Services 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/299800

**What changed in Access Softek Advisory Services' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $6,257,614 to $7,401,031 (+18%). Registered or notice-filed in MA.

## 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 17, 2026)

- Asset-based fee: 0.3% to 0.8% a year (a range, as the brochure states it)

> Standard annual fees range between 0.30% and 0.80% of the total assets held in managed accounts, subject to a minimum fee of $0.50 per month.

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

### Custodians (Schedule D, Section 5.K(3))
- Drivewealth, 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: $7,401,031
- Discretionary: $6,791,898
- Non-discretionary: $609,133

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,223 | $7,401,031 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Berkeley, CA
- Kentfield, CA

### Websites listed on Form ADV (Item 1.I)
- accesssoftek.com/easyvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,541 | 4 | August 18, 2021 |
| October 2022 | $1,099,771 | 4 | February 4, 2022 |
| October 2023 | $2,549,028 | 3 | September 26, 2023 |
| October 2024 | $3,532,879 | 2 | March 14, 2024 |
| October 2025 | $6,257,614 | 4 | February 28, 2025 |
| October 2026 | $7,401,031 | 4 | February 17, 2026 |

Regulatory assets under management: $111,541 in the October 2021 data and $7,401,031 in the October 2026 data, up 6535%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $6,257,614 to $7,401,031 (+18%).
- Registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Softek Advisory Services (CRD 299800): Form ADV filing data as of October 2026.