ACCESS SOFTEK ADVISORY SERVICES

Legal name: ACCESS SOFTEK ADVISORY SERVICES, LLC

CRD 299800File 801-116873

APPROVED

Retail clients

Filing as of Feb 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.4M

Bottom 25% of cohort (national)

Discretionary AUM

$6.8M

Non-discretionary $609K

Clients

2,223

2,352 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 28, 2019
Principal office: 1807 W DIEHL ROAD, SUITE 220, NAPERVILLE, IL, 60563
Phone: 510-848-0606
Website: https://www.accesssoftek.com/easyvest

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.4M
Discretionary AUM: $6.8M
Non-discretionary AUM: $609K
Discretionary accounts: 2,148
Non-discretionary accounts: 204
Total accounts: 2,352
AUM per client: $3K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	2,223	$7.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.