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ACCESS INVESTMENT MANAGEMENT, LLC

ATLANTA, GA · CRD 322491 · IAPD ↗ · accesscapital-llc.com · (678) 429-4949

$456.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — ACCESS INVESTMENT MANAGEMENT, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — ACCESS INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($136.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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