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ACCESS FINANCIAL GROUP, INC.
CRD 33065File 801-48092
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.