Access Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 18, 2026, reports $456M in regulatory assets under management, 2 employees, and 85 accounts.
Assets Under Management
$456M
Employees
2
Offices
--
Total Clients
32
Primary office
ATLANTA, GA
3715 NORTHSIDE PARKWAY, BUILDING 400, SUITE 210, ATLANTA, GA, 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 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
16
2
HNWI
50.0%
16
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$456Mas of February 18, 2026
Discretionary36.6%
$167M
37% of total RAUM36.6%
Non-discretionary63.4%
$290M
63% of total RAUM63.4%
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$456M
Total Accounts85
10Y AUM Change+$456M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee16:1
10Y Employee Change-2 (-50.0%)
* 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.