Accolade Investment Advisory, LLC (Columbus)

Name: Accolade Investment Advisory, LLC
Address: 8700 Orion Place, Columbus, OH, 43240 2078
Telephone: 614-816-2694

Accolade Investment Advisory, LLC is a large advisory firm based in Columbus. It manages $1.33 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Mississippi, and Ohio.

Accolade Investment Advisory provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Accolade Investment Advisory: assets under management

The assets under management (AUM) of Accolade Investment Advisory, LLC is $1.33 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Accolade Investment Advisory, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Melissa Ann Ashley serves?

The only and largest group of clients of Melissa Ann Ashley is banking or thrift institutions with 29 clients and $1.33 billion of assets under management. Among the 7 most similar advisory firms, Accolade Investment Advisory has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $1.33 billion for 29 clients. None of the firm’s clients are foreign persons or businesses.

Accolade Investment Advisory doesn't advise any private funds.

Careers at Accolade Investment Advisory, LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Melissa Ann Ashley has been acting as President since 1 Sep 2012. Peter Joseph Gibson has served as the Chief Investment Officer since 1 Apr 2014 and Gregory Peter Wirthmann is the Chief Executive Officer of Accolade Investment Advisory, LLC family office. Michael Lee Gampp joined the executive team most recently as the Board Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Southeast Corporate Fcu	Owner	1 Oct 2007	75% - 100%	63-0707196
Gregory Peter Wirthmann	Chief executive officer	1 Oct 2007	Other	1216938
Peter J Gibson	Director	1 Oct 2007	Other	5467097
Peter Joseph Gibson	Director of investment advisory services/elected manager	1 Oct 2007	Other	5467097
William Barnett Birdwell	Chairman, elected member	1 Oct 2007	Other	602563
James Byrun Smith	Vice chairman, elected member	1 Oct 2007	Other	5657573
Robert Frederick Schleiter	Elected member	1 Oct 2007	Other	5657577
Tangie Bishop	Chief compliance officer	1 Dec 2007	Other	5467098
Tangie Laprina Bishop	Chief compliance officer	1 Dec 2007	Other	5467098
Brad Lee Miller	Chairman/managing member (elected)	1 Apr 2010	Other	5090189
Mary Kathleen Fisher	Chief compliance officer	1 Sep 2010	Other	5612348
Corporate One Fcu	Owner/member	1 Jul 2012	75% - 100%	31-1102257
Melissa Ann Ashley	Director	1 Sep 2012	Other	6119691
Joseph Ghammashi	Chairman and director	1 Sep 2012	Other	1628396
Peter Joseph Gibson	Chief investment officer	1 Apr 2014	Other	5467097
Von Aaron Rouse	Chief financial officer	1 Apr 2014	Other	6323397
Hilary Ann Eisbrenner	Director, elected member	1 Nov 2014	Other	6446714
Daniel Edward Kelley	Director, elected member	1 Aug 2015	Other	5640188
Carroll Russell Abbott	Director, elected	1 Oct 2015	Other	727540
Michael Lee Gampp	Board member	1 Oct 2018	Other	3108761

Based in Columbus

The principal office where Accolade Investment Advisory, LLC performs its advisory services is located at 8700 Orion Place, Columbus, OH 43240 2078, which is also the mailing address of the firm. An additional office of the firm is in Tallahassee, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-816-2694. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at accoladeadvisory.com.