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ACCENT CAPITAL MANAGEMENT, LLC
CRD 319275File 801-123583
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$382.7M
Below cohort median (national)
Discretionary AUM
$382.7M
Clients
92
134 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 1, 2022
- Principal office
- 170 E. SPRING VALLEY PIKE, SUITE B, CENTERVILLE, OH, 45458
- Phone
- 937-231-0528
- Website
- http://www.accent-cm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $382.7M
- Discretionary AUM
- $382.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 134
- Non-discretionary accounts
- 0
- Total accounts
- 134
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.9M |
| Charitable organizations | Fewer than 5 | $3.6M |
| High net worth individuals | 44 | $354.0M |
| Pension and profit sharing plans | Fewer than 5 | $206K |
| Individuals (other than high net worth individuals) | 39 | $16.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.