DFX Intelligence
RIA Intelligence
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SEC-registered adviser
A••••• C•••••• M••••••••• L••
Latest filing Mar 2, 2026
First filing on the tape Mar 1, 2022 · 7 filings
SEC status approved since Apr 1, 2022
RAUM
$383M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$370M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$383M as of Mar 2, 2026
Apr 11, 2023$245M then
HNW client RAUM$354M as of Mar 2, 2026
Apr 11, 2023$241M then
State-registered IARs (5.B.3)0 as of Mar 2, 2026
Apr 11, 20230 then
Employees (5.A)7 as of Mar 2, 2026
Apr 11, 20233 then
Private funds: no history
RAUM +19% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.0MderivedHNW RAUM over HNW clients
- Average account
- $2.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +46%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$354M92%
- Individuals$16.0M4.2%
- Corporations and businesses$8.9M2.3%
- Charitable organizations$3.6M0.9%
- Pension and profit-sharing plans$205,5720.1%
- Individual clients
- 39reported
- HNW clients
- 44reported
- Pension plan clients
- 2reported
- Charitable clients
- 3reported
- Accounts
- 134reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••••• V•••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- K•••••••• A•••••• · Member And Vice Presidentcontrolsince 01/2022 · owns 10% to 25%
- K•••••••• K••••• N•••• · Member And Presidentcontrolsince 01/2022 · owns 50% to 75%
- K•••••••• N••••• N•••••••• · Member, Chief Investment Officer And Chief Executive Officercontrolsince 01/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Mar 2, 2026HNW RAUM per HNW client of $8,044,578 against a peer median of $2,402,920 (4942 comparable advisers, 99.0th percentile, 3.8 robust deviations)peers: independent wealth managers, $100M to $500M (4,942) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 79 to 134Feb 28, 2025 to Mar 2, 2026
- Charity clients · unset to 3.0Feb 28, 2025 to Mar 2, 2026
- Corporate clients · unset to 4.0Feb 28, 2025 to Mar 2, 2026
- HNW clients · 38 to 44Feb 28, 2025 to Mar 2, 2026
- Individual clients · 19 to 39Feb 28, 2025 to Mar 2, 2026
- Pension plan clients · unset to 2.0Feb 28, 2025 to Mar 2, 2026
- Employees · 5 to 7Feb 28, 2025 to Mar 2, 2026
- Discretionary RAUM · $321M to $383MFeb 28, 2025 to Mar 2, 2026
- HNW RAUM · $314M to $354MFeb 28, 2025 to Mar 2, 2026
- Individual RAUM · $7.2M to $16.0MFeb 28, 2025 to Mar 2, 2026
- Pension RAUM · unset to 205572.0Feb 28, 2025 to Mar 2, 2026
- RAUM · $321M to $383MFeb 28, 2025 to Mar 2, 2026
- Accounts · 99 to 79Mar 22, 2024 to Feb 28, 2025
- Advisory employees · 3 to 4Mar 22, 2024 to Feb 28, 2025
- HNW clients · 25 to 38Mar 22, 2024 to Feb 28, 2025
- Individual clients · 11 to 19Mar 22, 2024 to Feb 28, 2025
- Employees · 4 to 5Mar 22, 2024 to Feb 28, 2025
- Financial planning clients · 0 to 0Mar 22, 2024 to Feb 28, 2025
- Discretionary RAUM · $272M to $321MMar 22, 2024 to Feb 28, 2025
- HNW RAUM · $268M to $314MMar 22, 2024 to Feb 28, 2025
- Individual RAUM · $4.1M to $7.2MMar 22, 2024 to Feb 28, 2025
- RAUM · $272M to $321MMar 22, 2024 to Feb 28, 2025
- Accounts · 98 to 99Apr 11, 2023 to Mar 22, 2024
- Employees · 3 to 4Apr 11, 2023 to Mar 22, 2024
- HQ city · unset to CENTERVILLEApr 11, 2023 to Mar 22, 2024
- HQ state · unset to OHApr 11, 2023 to Mar 22, 2024
- Discretionary RAUM · $245M to $272MApr 11, 2023 to Mar 22, 2024
- HNW RAUM · $241M to $268MApr 11, 2023 to Mar 22, 2024
- Individual RAUM · $3.9M to $4.1MApr 11, 2023 to Mar 22, 2024
- RAUM · $245M to $272MApr 11, 2023 to Mar 22, 2024
- Accounts · 90 to 98Jun 14, 2022 to Apr 11, 2023
- HNW clients · 23 to 25Jun 14, 2022 to Apr 11, 2023
- Individual clients · 13 to 11Jun 14, 2022 to Apr 11, 2023
- Discretionary RAUM · $235M to $245MJun 14, 2022 to Apr 11, 2023
- HNW RAUM · $233M to $241MJun 14, 2022 to Apr 11, 2023
- Individual RAUM · $5.1M to $3.9MJun 14, 2022 to Apr 11, 2023
- Non-discretionary RAUM · $3.5M to $0Jun 14, 2022 to Apr 11, 2023
- RAUM · $238M to $245MJun 14, 2022 to Apr 11, 2023
- Accounts · 0 to 90Apr 5, 2022 to Jun 14, 2022
- HNW clients · unset to 23.0Apr 5, 2022 to Jun 14, 2022
Signals
2 dated events
- Vijay Alagirisamy (Chief Compliance Officer) appeared on Schedule A of A••••• C•••••• M••••••••• L••Mar 22, 2024 · Control person joined · fact
- A••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 1, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@a••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Website
- a••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 937-231-0528reportedpublic record, Form ADV, Mar 2, 2026
- Contact form
- accentcapitalmanagement.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026