CRD: 322491
Access Investment Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2022
- Office Locations
- 1
Office Locations
About Access Investment Management, LLC
Access Capital Management is an Atlanta-based boutique platform providing traditional wealth management alongside a dedicated alternatives capability. Using an active, value-oriented, capital-preservation discipline, the team builds diversified portfolios for individuals and families. Its SEC-registered affiliate Access Investment Management runs public-market allocations (ETF- and U.S. government-bond-heavy SMAs), while Access Alternatives has deployed over $100M in alternative investments since inception. Custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW DARREN REAMS
Chief Compliance Officer, Investment Advisor
- CRD
- #2252812
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Timothy Sean Daughtry
Portfolio Manager
- CRD
- #7530629
JOSHUA A HUSTED
--
- CRD
- #8202890
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,897,277 | $2,035,333 |
| Non-Discretionary | $289,526,668 | $96,508,889 |
| Total | $456,423,945 | $5,369,693 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing