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ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491File 801-126503
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$456.4M
Above cohort median (national)
Discretionary AUM
$166.9M
Non-discretionary $289.5M
Clients
32
85 accounts
Employees
2
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 12, 2022
- Principal office
- 3715 NORTHSIDE PARKWAY, BUILDING 400, SUITE 210, ATLANTA, GA, 30327
- Phone
- (678) 429-4949
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $456.4M
- Discretionary AUM
- $166.9M
- Non-discretionary AUM
- $289.5M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 3
- Total accounts
- 85
- AUM per client
- $14.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $157.6M |
| Charitable organizations | Fewer than 5 | $52.3M |
| High net worth individuals | 16 | $238.2M |
| Individuals (other than high net worth individuals) | 16 | $8.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.