NAPERVILLE, ILCRD 299800Latest ADV February 17, 2026
Access Softek Advisory Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated February 17, 2026, reports $7M in regulatory assets under management, 4 employees, 4 offices, and 2,352 accounts.
Assets Under Management
$7M
Employees
4
Offices
4 offices
Total Clients
2,223
Primary office
NAPERVILLE, IL
1807 W DIEHL ROAD, SUITE 220, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
2,223
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7Mas of February 17, 2026
Discretionary91.8%
$7M
92% of total RAUM91.8%
Non-discretionary8.2%
$609K
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$7M
Total Accounts2,352
10Y AUM Change+$7M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee556:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.