SourcingSourcing

ACCESS FINANCIAL GROUP, INC.

B60
CRD 33065·SEC 801-48092·CHICAGO, IL
AUM
$302.3M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$907K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCESS FINANCIAL GROUP, INC.
CRD
33065
SEC file #
801-48092
EIN
000000000
DBA names
—

Economics

AUM
$302.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$303.1M → $302.3M▬ 0%
Client mix
Corporations306
Individuals Other8

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
afinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VICTOR C CHIGAS GRANTOR TRUST FBO
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
VICTOR C CHIGAS GRANTOR TRUST FBO
RICHARD KONST TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AFINANCIAL.COM
Rdap Domain Creation Date
1997-03-01T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
14
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001160258
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2003-01-13
Edgar Last Filing Date
2012-10-09
Edgar Form D Count
5
Edgar Form D Offerings
2012-10-092012-10-09 · 0001160258-12-000001
2011-12-082011-12-08 · 0001160258-11-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5239
Soi Zip Pct 200k Plus
0.191
Soi Zip Returns 200k Plus
1,320
Soi Zip Total AGI
1,101,225
Fdic Zip Total Deposits
30,047,263,000
Fdic Zip Branch Count
137
Fdic Zip Top Banks
Associated Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
2
Bc Firm IAR Count
5
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
301 YAMATO ROADSUITE 2200BOCA RATON, FL 33431
Business
301 YAMATO ROADSUITE 2200BOCA RATON, FL 33434
Edgar EIN
000000000
Edgar Recent Filings
D/A2012-10-09 · 0001160258-12-000001
D/A2011-12-08 · 0001160258-11-000002
Fdic Zip Branches Raw
Bank One, National AssociationChicago, IL
LaSalle Bank National AssociationChicago, IL
Fdic Zip HHI
4597.9
Fdic Zip Top Bank Share Pct
65.54
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-02T05:00:00Z
Rdap Domain Last Changed
2025-01-01T07:35:07Z
Rdap Nameservers
Sue.ns.cloudflare.comYichun.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI6,716
Returns510
Stub 2
AGI25,947
Returns690
Stub 3
AGI63,988
Returns1,010
Soi Zip Total Business Income
18,291
Soi Zip Total Cap Gains
78,013
Soi Zip Total Dividends
15,872
Soi Zip Total Returns
6,910
Trust Company Affiliate
No

People (5)

5
CHIGAS, VICTOR JOHN JR
IAR · Executive Officer · 2.5%
1666547
CHIGAS, CHRISTOPHER ROBERT
IAR · Executive Officer · 2.5%
1832392
GORCHOFF, NANCY JO
IAR · Executive Officer · 2.5%
1236418
KONST, RICHARD IRL
IAR · Executive Officer · 2.5%
273746
CHARLES EDWARD RADGOWSKI
IAR
4585064