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ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
Legal name: ACCOLADE INVESTMENT ADVISORY, LLC
CRD 145635File 801-68695
APPROVED
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $1.60B
Clients
39
39 accounts
Employees
7
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 23, 2008
- Principal office
- 8700 ORION PLACE, SUITE 100, COLUMBUS, OH, 43240-2078
- Phone
- 614-816-2694
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.60B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 39
- Total accounts
- 39
- AUM per client
- $41.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 39 | $1.60B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
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.