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ACCESS CAPITAL, LLC

WICHITA, KS · CRD 327013 · IAPD ↗ · accesscapitaladvisors.com · 316-633-8013

$105.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — ACCESS CAPITAL, LLC (WICHITA, KS) left the SEC roster (was $105.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
May 2026 — ACCESS CAPITAL, LLC (WICHITA, KS) is newly SEC-registered with $105.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
April 2025 — ACCESS CAPITAL, LLC (WICHITA, KS) left the SEC roster — its 120-day provisional registration did not convert (was $70.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
August 2024 — ACCESS CAPITAL, LLC reported RAUM up 103% ($34.7M -> $70.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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