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Building 2ACCENT CAPITAL MANAGEMENT, LLC

Map pinCENTERVILLE, OH
Phone937-231-0528
NotebookSEC #801-123583
Total AUM
$382.7M
Employees
7
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 E. SPRING VALLEY PIKE
SUITE B
CENTERVILLE
OH 45458
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
937-231-0528

ReceiptFinancials

Total AUM
$382.7M
Accounts
134
Discretionary
$382.7M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$16M
HNW Individual Clients
44
AUM
$354M
Pension/Profit Sharing Plan Clients
2
AUM
$205.6K
Charitable Organization Clients
3
AUM
$3.6M
Corporation or Business Clients
4
AUM
$8.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOHVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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