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ACCESS FINANCIAL SERVICES, INC.
CRD 115361File 801-66457
APPROVED
Retail clients
Filing as of Feb 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$437.8M
Below cohort median (national)
Discretionary AUM
$437.8M
Clients
322
812 accounts
Employees
10
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 24, 2006
- Principal office
- 1650 WEST 82ND STREET, SUITE 850, MINNEAPOLIS, MN, 55431
- Phone
- 952-885-2732
- Website
- HTTPS://ACCESSAFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $437.8M
- Discretionary AUM
- $437.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 812
- Non-discretionary accounts
- 0
- Total accounts
- 812
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.8M |
| High net worth individuals | 142 | $369.0M |
| Individuals (other than high net worth individuals) | 176 | $62.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 10 | decreased by2 |
| Mar 1, 2026 | Clients | 306 | 322 | increased by16 |
| Mar 1, 2026 | AUM | $421,585,223 | $437,789,551 | increased by$16,204,328 |
| Mar 1, 2026 | Accounts | 824 | 812 | decreased by12 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 285 | 306 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $345,540,222 | $421,585,223 | increased by$76,045,001 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 731 | 824 | increased by93 |
| Mar 1, 2022 | Custody | No | Yes | |
| Mar 1, 2022 | Clients | 293 | 285 | decreased by8 |
| Mar 1, 2022 | AUM | $311,628,492 | $345,540,222 | increased by$33,911,730 |
| Mar 1, 2022 | Accounts | 739 | 731 | decreased by8 |
| Jan 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCESS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCESS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.