Access Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 18, 2026, reports $302M in regulatory assets under management, 6 employees, and 315 accounts.
Assets Under Management
$302M
Employees
6
Offices
--
Total Clients
314
Primary office
CHICAGO, IL
118 N. CLINTON STREET, SUITE 450, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 97.5% of total clients.
Top client categories% of clientsClients
1
Corporations
97.5%
306
2
Individuals
2.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$302Mas of March 18, 2026
Discretionary99.3%
$300M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
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.
Latest AUM$302M
Total Accounts315
10Y AUM Change$-23M (-7.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* 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.