ACCESS CAPITAL, LLC

1601 E Douglas Avenue
Wichita, Kansas 67211
Tel: 316-633-8013

About ACCESS CAPITAL, LLC

ACCESS CAPITAL, LLC, formally registered with the SEC as ACCESS CAPITAL, LLC. The firm was established in 06/23/2023. They have over 1 offices throughout the country.

ACCESS CAPITAL, LLC is a Wichita, Kansas based Financial Planning firm with nearly $70,470,802 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	120-Day Approval
Firm CRD#	327013
SEC#	801-128223
Assets Managed by Firm	$70,470,802
No. of Clients	78
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	78	$70,470,802
Individuals (other than high net worth individuals)	7	$997,600
High net worth individuals	20	$69,473,202

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