Overview
Assets Under Management: $106 million
Headquarters: WICHITA, KS
High-Net-Worth Clients: 21
Average Client Assets: $4.8 million
Frequently Asked Questions
ACCESS CAPITAL, 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 #327013), ACCESS CAPITAL, LLC is subject to fiduciary duty under federal law.
ACCESS CAPITAL, LLC is headquartered in WICHITA, KS.
ACCESS CAPITAL, LLC serves 21 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, ACCESS CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ACCESS CAPITAL, LLC manages $106 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, ACCESS CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.70%
Average Client Assets: $4.8 million
Total Client Accounts: 116
Discretionary Accounts: 109
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 327013
Filing ID: 2069555
Last Filing Date: 2026-03-12 10:40:40