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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE INVESTMENT ADVISORY, LLC, CRD 145635

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80b22a48-5f49-c5c1-bdfe-752dfedd7be1

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 0
Observed: Feb 14, 2012 to Aug 6, 2026
33 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $320Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 39
Individual clients: 0
High net worth clients: 0
SEC number: 801-68695
CRD: 145635
Filings on the tape: 33
First filed: Feb 14, 2012
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, FL
Website: accoladeadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Philip Andrew Lucas	n/a	COLUMBUS, OH	9	13	n/a	no
JAMES DONALD PISULA	n/a	COLUMBUS, OH	7	14	n/a	no
Ethan W Rhinehart	n/a	Honeoye Falls, NY \| COLUMBUS, OH	6	10	n/a	no
PETER JOSEPH GIBSON	n/a	COLUMBUS, OH	5	20	1	no
Tyler DeLeon	n/a	COLUMBUS, OH	1	10	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORPORATE ONE FCU	OWNER/MEMBER	E	yes	07/2012	Sep 27, 2012	Mar 27, 2024
Fearing, David	CHIEF COMPLIANCE OFFICER/CEO	Na	yes	01/2019	Jan 10, 2019	Mar 27, 2024
GIBSON, PETER, JOSEPH	CHIEF INVESTMENT OFFICER	Na	yes	04/2014	Feb 14, 2012	Mar 27, 2024
brown, denise	BOARD MEMBER	Na	no	01/2019	Mar 30, 2019	Mar 27, 2024
GAMPP, MICHAEL, LEE	BOARD MEMBER	Na	no	10/2018	Nov 5, 2018	Mar 27, 2024
Huff, Del	BOARD MEMBER	Na	no	01/2021	Feb 21, 2021	Mar 27, 2024
PISULA, JAMES, DONALD	VP STRATEGIC ADVISORY	Na	no	01/2022	Mar 9, 2022	Mar 27, 2024
Tieman, Kara	BOARD MEMBER	Na	no	01/2019	Mar 30, 2019	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CORPORATE ONE FEDERAL CREDIT UNION	n/a	n/a	n/a	Y	no	Oh

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Columbus	Oh	United States	3	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$1.6B	$0	6	5	6	n/a	n/a
2024	Jan 30, 2025	$1.5B	$0	6	4	2	n/a	n/a
2023	Mar 19, 2024	$1.4B	$0	6	4	2	n/a	n/a
2022	Feb 24, 2023	$1.6B	$0	4	4	1	n/a	n/a
2021	Mar 9, 2022	$1.4B	$0	4	4	1	n/a	n/a
2020	Feb 21, 2021	$1.2B	$0	4	4	1	n/a	n/a
2019	Apr 29, 2020	$1.0B	$1.0B	4	4	1	n/a	n/a
2018	Mar 30, 2019	$1.3B	$0	7	4	2	n/a	n/a
2017	Apr 2, 2018	$1.5B	$0	7	4	2	n/a	n/a
2016	Jan 30, 2017	$1.5B	$0	5	4	n/a	n/a	n/a
2015	Feb 12, 2016	$1.4B	$0	5	4	n/a	n/a	n/a
2014	Feb 2, 2015	$1.3B	$0	5	4	n/a	n/a	n/a
2013	Feb 18, 2014	$1.4B	$0	4	4	n/a	n/a	n/a
2012	Mar 1, 2013	$1.2B	$0	2	2	n/a	n/a	n/a
2011	Feb 14, 2012	$1.2B	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.5B	9.3%	$1.6B	0.6%	7	6	6	2

Relationships

Registered with (6)

← Tyler DeLeonAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← PETER JOSEPH GIBSONAdvisorregistration: previous registration
Apr 21, 2008 to Dec 31, 2008factForm ADV
← Ethan W RhinehartAdvisorregistration: current employment
Aug 10, 2020 to presentfactForm ADV
← JAMES DONALD PISULAAdvisorregistration: current employment
Apr 29, 2019 to presentfactForm ADV
← Philip Andrew LucasAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV
← MARY KATHLEEN FISHERAdvisorregistration: previous registration
Jan 11, 2011 to Mar 7, 2017factForm ADV

Owns (5)

← GAMPP, MICHAEL, LEEOwnerBOARD MEMBER, ownership code NA, individual
Nov 5, 2018 to Mar 27, 2024factForm ADV
← Tieman, KaraOwnerBOARD MEMBER, ownership code NA, individual
Mar 30, 2019 to Mar 27, 2024factForm ADV
← brown, deniseOwnerBOARD MEMBER, ownership code NA, individual
Mar 30, 2019 to Mar 27, 2024factForm ADV
← PISULA, JAMES, DONALDOwnerVP STRATEGIC ADVISORY, ownership code NA, individual
Mar 9, 2022 to Mar 27, 2024factForm ADV
← Huff, DelOwnerBOARD MEMBER, ownership code NA, individual
Feb 21, 2021 to Mar 27, 2024factForm ADV

Controls (3)

← GIBSON, PETER, JOSEPHOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 14, 2012 to Mar 27, 2024factForm ADV
← Fearing, DavidOwnerCHIEF COMPLIANCE OFFICER/CEO, ownership code NA, individual
Jan 10, 2019 to Mar 27, 2024factForm ADV
← CORPORATE ONE FCUOwnerOWNER/MEMBER, ownership code E, domestic entity
Sep 27, 2012 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jan 10, 2019
Control person joined
David Fearing (Ceo) appeared on Schedule A of Accolade Asset/Liability Advisory Services
Form ADVobserved 4 days ago
Occurred
Jan 10, 2019
Control person left
Joseph Ghammashi (Chairman And Director) no longer on Schedule A of Accolade Asset/Liability Advisory Services (listed 2018-11-05, absent 2019-01-10)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80b22a48-5f49-c5c1-bdfe-752dfedd7be1
First observed: Feb 14, 2012
Last observed: Aug 6, 2026 44 days 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.

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE INVESTMENT ADVISORY, LLC, CRD 145635

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80b22a48-5f49-c5c1-bdfe-752dfedd7be1

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Philip Andrew Lucas

n/a

COLUMBUS, OH

n/a

JAMES DONALD PISULA

n/a

COLUMBUS, OH

n/a

Ethan W Rhinehart

n/a

Honeoye Falls, NY | COLUMBUS, OH

n/a

PETER JOSEPH GIBSON

n/a

COLUMBUS, OH

Tyler DeLeon

n/a

COLUMBUS, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORPORATE ONE FCU

OWNER/MEMBER

yes

07/2012

Sep 27, 2012

Mar 27, 2024

Fearing, David

CHIEF COMPLIANCE OFFICER/CEO

yes

01/2019

Jan 10, 2019

Mar 27, 2024

GIBSON, PETER, JOSEPH

CHIEF INVESTMENT OFFICER

yes

04/2014

Feb 14, 2012

Mar 27, 2024

brown, denise

BOARD MEMBER

01/2019

Mar 30, 2019

Mar 27, 2024

GAMPP, MICHAEL, LEE

BOARD MEMBER

10/2018

Nov 5, 2018

Mar 27, 2024

Huff, Del

BOARD MEMBER

01/2021

Feb 21, 2021

Mar 27, 2024

PISULA, JAMES, DONALD

VP STRATEGIC ADVISORY

01/2022

Mar 9, 2022

Mar 27, 2024

Tieman, Kara

BOARD MEMBER

01/2019

Mar 30, 2019

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CORPORATE ONE FEDERAL CREDIT UNION

n/a

City

State

Country

Employees

Also broker-dealer

Columbus

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$1.6B

n/a

2024

Jan 30, 2025

$1.5B

n/a

2023

Mar 19, 2024

$1.4B

n/a

2022

Feb 24, 2023

$1.6B

n/a

2021

Mar 9, 2022

$1.4B

n/a

2020

Feb 21, 2021

$1.2B

n/a

2019

Apr 29, 2020

$1.0B

n/a

2018

Mar 30, 2019

$1.3B

n/a

2017

Apr 2, 2018

$1.5B

n/a

2016

Jan 30, 2017

$1.5B

n/a

2015

Feb 12, 2016

$1.4B

n/a

2014

Feb 2, 2015

$1.3B

n/a

2013

Feb 18, 2014

$1.4B

n/a

2012

Mar 1, 2013

$1.2B

n/a

2011

Feb 14, 2012

$1.2B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.5B

9.3%

$1.6B

0.6%