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ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

COLUMBUS, OH · CRD 145635 · IAPD ↗ · accoladeadvisory.com · 614-816-2694

$1.60BRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
April 2026 — ACCOLADE ASSET/LIABILITY ADVISORY SERVICES notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — ACCOLADE ASSET/LIABILITY ADVISORY SERVICES added office(s): 2 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — ACCOLADE ASSET/LIABILITY ADVISORY SERVICES added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.