ACCESS INVESTMENT MANAGEMENT, LLC

CRD

322491

SEC file #

801-126503

EIN

000000000

DBA names

—

Economics

AUM

$456.4M

AUM band

$100M-$500M

AUM trajectory

'25 · $419.6M

'26 · $456.4M

'25'26

$419.6M → $456.4M▲ +9%

sec adv history

Client mix

Individuals High Net Worth	16
Individuals Other	16

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 2 advisors

'25 · 2 advisors

'26 · 2 advisors

'23'26

2 advisors → 2 advisors▬ 0%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

02/18/2026

ADV-W filed at

—

Website

accesscapital-llc.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MDR INVESTMENT HOLDINGS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MDR INVESTMENT HOLDINGS, INC.

REAMS, MATTHEW, DARREN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ACCESSCAPITAL-LLC.COM

Rdap Domain Creation Date

2017-04-04T18:34:06Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002044938

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-11-15

Edgar Last Filing Date

2024-11-15

Edgar Form D Count

Edgar Form D Offerings

2024-11-152024-11-15 · 0001405086-24-000303

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	5
E*trade	4

adv brochure

Edgar Addresses

Mailing

2710 W. GRACE STREETTAMPA, FL 33607

Business

2710 W. GRACE STREETTAMPA, FL 33607

Edgar EIN

000000000

Edgar Recent Filings

D2024-11-15 · 0001405086-24-000303

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-04-04T18:34:06Z

Rdap Domain Last Changed

2022-10-02T17:30:31Z

Rdap Nameservers

Ns71.domaincontrol.comNs72.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate