RIA Intel›Advisers›Texas›ACCESS FINANCIAL GROUP, LLC

ACCESS FINANCIAL GROUP, LLC

Advisory

MOUNT VERNON, TX

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in TX

#1,872

of 2,813 advisers by AUM

Average account

$166K

across 236 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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