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

other adviserderivedprivate_client_share=0.05 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$302MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$300M

Private client RAUM

$14.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

5%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$151Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

315

Individual clients

8

Custody, client assets

$145M

SEC number

801-48092

CIK

908001

CRD

33065

Filings on the tape

26

First filed

Jan 3, 2012

Latest filed

Mar 18, 2026

Organised

Corporation, DE

Website

afinancial.com

• Occurred

  Jul 12, 2023
  Control person left

  Victor Christ Chigas (Director, Chairman, Owner) no longer on Schedule A of Access Financial Group, Inc. (listed 2023-03-15, absent 2023-07-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a58b68b-4589-03cc-fe73-fbd2a7d8f73c

First observed

Jan 3, 2012

Last observed

Mar 18, 2026 6 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.