Overview
Assets Under Management: $321 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 38
Average Client Assets: $8 million
Frequently Asked Questions
ACCENT CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319275), ACCENT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACCENT CAPITAL MANAGEMENT, LLC is headquartered in CENTERVILLE, OH.
ACCENT CAPITAL MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, ACCENT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ACCENT CAPITAL MANAGEMENT, LLC manages $321 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, ACCENT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.77
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 79
Discretionary Accounts: 79
Regulatory Filings
CRD Number: 319275
Last Filing Date: 2025-02-28 00:00:00
Website: https://accent-cm.com