← Directory
ACCESS FINANCIAL GROUP, INC.
CRD 33065File 801-48092
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$302.3M
Below cohort median (national)
Discretionary AUM
$300.1M
Non-discretionary $2.2M
Clients
314
315 accounts
Employees
6
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 30, 1994
- Principal office
- 118 N. CLINTON STREET, SUITE 450, CHICAGO, IL, 60661
- Phone
- 312-655-8200
- Website
- HTTP://WWW.AFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $302.3M
- Discretionary AUM
- $300.1M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 306
- Non-discretionary accounts
- 9
- Total accounts
- 315
- AUM per client
- $963K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 306 | $288.3M |
| Individuals (other than high net worth individuals) | 8 | $14.0M |
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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 279 | 314 | increased by35 |
| Apr 1, 2026 | AUM | $272,305,506 | $302,333,577 | increased by$30,028,071 |
| Apr 1, 2026 | Accounts | 288 | 315 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 289 | 279 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $313,448,990 | $272,305,506 | decreased by$41,143,484 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 294 | 288 | decreased by6 |
| Apr 1, 2022 | Clients | 290 | 289 | decreased by1 |
| Apr 1, 2022 | AUM | $312,347,990 | $313,448,990 | increased by$1,101,000 |
| Apr 1, 2022 | Accounts | 290 | 294 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCESS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCESS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.