ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
ACCOLADE INVESTMENT ADVISORY, LLC Legal Name
Adviser information for ACCOLADE ASSET/LIABILITY ADVISORY SERVICES last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 41 | $1.4B |
| Total | 41 | $1.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 41 | $1.4B |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-68695 |
|---|---|
| SEC ERA File Number | 801-68695 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145635 |
| Legal Entity Identifier | None |
Principal Office
8700 ORION PLACESUITE 100
COLUMBUS
OH
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 614-816-2694, Fax: None
Chief Compliance Officer
DAVID FEARING
8700 ORION PLACE
COLUMBUS
OH
United States
Tel:
614-816-2694
D*******@*******************M
(Full email address available in API data)
Regulatory Contact
PETER GIBSON
CHIEF INVESTMENT OFFICER
8700 ORION PLACE
COLUMBUS
OH
United States
Tel:
850-701-4070
P******@*******************M
(Full email address available in API data)
Industry Affiliates
| CORPORATE ONE FEDERAL CREDIT UNION | Banking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CORPORATE ONE FCU | Domestic Entity | – | OWNER/MEMBER | 07/2012 | > 75% |
| GIBSON, PETER, JOSEPH | Individual | – | CHIEF INVESTMENT OFFICER | 04/2014 | < 5% |
| GAMPP, MICHAEL, LEE | Individual | – | BOARD MEMBER | 10/2018 | < 5% |
| Fearing, David | Individual | – | CHIEF COMPLIANCE OFFICER/CEO | 01/2019 | < 5% |
| Tieman, Kara | Individual | – | BOARD MEMBER | 01/2019 | < 5% |
| brown, denise | Individual | – | BOARD MEMBER | 01/2019 | < 5% |
| Huff, Del | Individual | – | BOARD MEMBER | 01/2021 | < 5% |
| PISULA, JAMES, DONALD | Individual | – | VP STRATEGIC ADVISORY | 01/2022 | < 5% |