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ACCESS FIDUCIARY SERVICES, LLC
CRD 311558File 801-136546
APPROVED
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$466.2M
Above cohort median (national)
Discretionary AUM
$466.2M
Clients
6
6 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 13, 2026
- Principal office
- Not reported
- Phone
- 888-388-8627
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.2M
- Discretionary AUM
- $466.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $77.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 5 | $466.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PORTION OF SUBSCRIPTION FEE DUE TO PEP SPONSOR
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- 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
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Registration | — | APPROVED |
| Aug 17, 2026 | Aum | — | 466183271 |
| Aug 17, 2026 | Clients | — | 6 |
| Aug 17, 2026 | Accounts | — | 6 |
| Aug 17, 2026 | Employees | — | 3 |
| Aug 17, 2026 | Custody | — | false |
| Aug 17, 2026 | Disclosures | — | false |
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.