A
$437.8M Total AUM
$437.8M Disc. AUM
12.0% 3Y CAGR
10 Employees
337 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
1650 West 82nd Street Suite 850 Minneapolis MN
About Access Financial Services, Inc.
Access Financial Services, Inc. is a Minneapolis-based RIA. The firm has been operating for 20 years. Managing $437.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
56 AVG AGE
$109.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.5 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRANT TERRANCE KAIRIES
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2975977
- Ownership
- 25% but less than 50%
Available
Available
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S
STEPHEN EDWARD KAIRIES
Founder
- CRD
- #263206
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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M
Matthew Rich
--
- CRD
- #6837867
Available
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Showing 1 of 6 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $437,789,551 | $539,150 |
| Non-Discretionary | $0 | -- |
| Total | $437,789,551 | $539,150 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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