$382.7M Total AUM
$382.7M Disc. AUM
17.0% 3Y CAGR
7 Employees
92 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
170 E. Spring Valley Pike Suite B Centerville OH
About Accent Capital Management, LLC
Accent Capital Management, LLC is a Centerville-based RIA. The firm has been operating for 4 years. Managing $382.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$95.7M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
4 yrs AVG TENURE
7 Employees
4 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element value Value ridge
Client Personas
Element focus
Investment Themes
Zenith
Investment Vehicles
Frontier
Services
Pathway bridge Alpha
Owner & Executives
K
KAMAL NITIN KUMBHANI
President
- CRD
- --
- Ownership
- 50% but less than 75%
(640) 896-4062
wave.bridge@elementcapital.com
in linkedin.com/in/momentum-north
A
Abhijit Kumbhani
VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
(805) 518-7485
matrix.capital@matrixcapital.com
in linkedin.com/in/vital-optima
V
Vertex beacon
North pioneer
- CRD
- #91708
- Ownership
- 8.2%
(809) 833-6535
value.ember@embercapital.com
in linkedin.com/in/optima-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,706,251 | $2,856,017 |
| Non-Discretionary | $0 | -- |
| Total | $382,706,251 | $2,856,017 |
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Separately Managed Accounts
Total SMA Asset: $382,706,251
Equity - Exchange:
40.9% Cash:
21.4% Public Funds:
8.2% U.S. Government/Agency:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,101,006,501 | 40.9% |
| Cash | $576,076,751 | 21.4% |
| Public Funds | $220,739,690 | 8.2% |
| U.S. Government/Agency | $794,124,492 | 29.5% |
| Total | $2,691,947,434 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION UNISON CAPITAL | VITAL VITAL | HHXPPATKF | HLS | 10.02% | $1,488,942 |
| FRONTIER VERTEX | NORTH VALUE | JNU93PXVK | VEI | 10.07% | $48,272,110 |
| FOUNDATION SUMMIT OAK | MERIDIAN EAGLE | EWNP76Y07 | PZLCQ | 7.62% | $105,853,586 |
| EMBER UNISON | FOUNDATION PEAK | 960N1BZ80 | LTAXN | 3.54% | $10,156,701 |
| UNISON ALPHA | SUMMIT FUSION | 1Z1RX6E3D | OABS | 4.62% | $40,421,458 |
| MATRIX TIMBER | SIGNAL SIGNAL | ATFTXITQ0 | PGMT | 8.13% | $49,876,777 |
| FRONTIER HORIZON | WAVE ZENITH | 6TVM42AL1 | DCFIX | 10.88% | $54,144,030 |
| EMBER CREST PATHWAY | LEGACY OAK | EYH483LKU | CEQF | 10.68% | $118,743,872 |