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.
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.
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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.