170 E. Spring Valley Pike
Suite B
Centerville, Ohio 45458
Tel: 937-231-0528
ACCENT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ACCENT CAPITAL MANAGEMENT, LLC. The firm was established in 04/01/2022. They have over 1 offices throughout the country.
ACCENT CAPITAL MANAGEMENT, LLC is a Centerville, Ohio based Financial Planning firm with nearly $320,960,536 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319275 |
| SEC# | 801-123583 |
| Assets Managed by Firm | $320,960,536 |
| No. of Clients | 79 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 79 | $320,960,536 |
| Individuals (other than high net worth individuals) | 19 | $7,152,952 |
| High net worth individuals | 38 | $313,807,584 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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