# Accord Capital Management, Ltd.

> Accord Capital Management, Ltd. is a state-registered investment advisory firm in Boise, ID, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 26, 2025.

- CRD: 285933
- Filed as: ACCORD CAPITAL MANAGEMENT, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: September 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285933
- AdvisorCensus page: https://advisorcensus.com/firm/accord-capital-management-ltd-boise-id-285933

## Quick answers

**How is Accord Capital Management, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Accord Capital Management, Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Accord Capital Management, Ltd. located?**
Accord Capital Management, Ltd.'s principal office is in Boise, ID, according to its Form ADV.

**Is Accord Capital Management, Ltd. registered with the SEC or a state?**
Accord Capital Management, Ltd. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285933.

**How much does Accord Capital Management, Ltd. manage?**
Accord Capital Management, Ltd. reports $32,000,000 in regulatory assets under management in its Form ADV filing dated September 26, 2025 (100% discretionary).

**What types of clients does Accord Capital Management, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (10).

**Does Accord Capital Management, Ltd. 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/285933

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,000,000
- Discretionary: $32,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $18,000,000 |
| High net worth individuals | 10 | $14,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Accord Capital Management, Ltd. (CRD 285933): Form ADV filing data as of October 2026.