This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.54 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$456MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$167M

Private client RAUM

$247MderivedItem 5.D individuals plus high net worth individuals

Private client share

54%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$152Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

85

Individual clients

16

High net worth clients

16

Custody, client assets

$163M

SEC number

801-126503

CRD

322491

Filings on the tape

11

First filed

Aug 4, 2022

Latest filed

Feb 18, 2026

Organised

Limited Liability Company, GA

Website

accesscapital-llc.com

• Occurred

  May 10, 2023
  Control person joined

  Bunde Debra Reams (Owner) appeared on Schedule A of Access Investment Management, Llc

  Form ADVobserved 6 days ago
• Occurred

  Aug 4, 2022
  First Form ADV filing

  Access Investment Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ce7094c-9b2d-7196-5034-8adba4b8cc60

First observed

Aug 4, 2022

Last observed

Feb 18, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.