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Access Capital, LLC

Access Capital, LLC. CRD 327013

Access Capital, LLC logo

CRD: 327013

Access Capital, LLC

Wichita, KS, 67211
3166338013
www.accesscapitaladvisors.com
$105.6M Total AUM
$101.6M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Raymond James
Clients
Retail and Institutional
Platforms
--
Established Date
06-30-2023
Office Locations
1

Office Locations

1601 E Douglas Avenue Wichita KS

About Access Capital, LLC

Access Capital is a Wichita, KS SEC-registered RIA providing customized wealth management for individuals, families, retirees, business owners, executives and family offices. The team delivers financial and longevity planning, estate/charitable strategies, risk management and portfolio management, with capabilities across fixed income, alternative investments and investment banking. Not affiliated with Raymond James; emphasizes concierge-level, highly personalized service.

Team overview

38 AVG AGE
$105.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Vector Momentum quantum Eagle ember Fusion Fusion zenith Horizon Ember Vertex fusion Vital crest Oak

Client Personas

Atlas Value vertex Ridge foundation

Custodian

Vector glacier Prime value Meridian

Investment Themes

Beacon Quantum timber Fusion Glacier horizon

Investment Vehicles

Alpha

Platform

Atlas atlas

Services

Summit value Element unison Bridge Momentum bridge Glacier Timber crest Prime optima Pioneer delta Catalyst Ridge unison Frontier Element focus Quantum North oak

Owner & Executives

SEAN RANDALL SPENCER

SEAN RANDALL SPENCER

Chief Compliance Officer, MANAGING PRINCIPAL

CRD
#5622254
Ownership
75% or more
(488) 667-3441
crest.oak@capitalcapital.com
in linkedin.com/in/momentum-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-12-2024
03-12-2026
Category Assets AVG. Account size
Discretionary $101,577,376 $931,903
Non-Discretionary $4,070,354 $581,479
Total $105,647,730 $910,756

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Separately Managed Accounts

Total SMA Asset: $105,647,730

$105.6M Total SMA
Equity - Exchange:
19.9%
Public Funds:
21.7%
Corporate - Investment Grade:
7.6%
Cash:
24.2%
Municipal Bonds:
14.7%
U.S. Government/Agency:
11.9%
Asset class Assets Assets %
Equity - Exchange $1,263,240,032 19.9%
Public Funds $1,377,502,950 21.7%
Corporate - Investment Grade $482,443,429 7.6%
Cash $1,536,201,446 24.2%
Municipal Bonds $933,147,160 14.7%
U.S. Government/Agency $755,404,844 11.9%
Total $6,347,939,861 100.0%

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