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Accolade Investment Advisory, LLC

● SEC registered since 2008CRD 145635SEC# 801-68695Columbus, OH
Export (members)
Reg. AUM
$1.6B
Employees
6
Accounts
39
Location
Columbus, OH

Accolade Investment Advisory, LLC assets under management

Accolade Investment Advisory, LLC is a registered investment adviser overseen by the SEC based in Columbus, OH. The firm has been registered since 2008. It reports $1.6 billion in regulatory assets under management and employs 6 people.
www.accoladeadvisory.comView on SEC.gov ↗

Accolade Investment Advisory, LLC owners & executives

7 reported
NameTitleOwnershipSince
Corporate One Fcu ControlOwner/MemberOver 75%2012
Del HuffBoard MemberUnder 5%2021
James Donald PisulaCeoUnder 5%2025
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Frequently asked questions

How much does Accolade Investment Advisory, LLC manage?

Accolade Investment Advisory, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Accolade Investment Advisory, LLC have?

Accolade Investment Advisory, LLC reports 6 employees.

Where is Accolade Investment Advisory, LLC located?

Accolade Investment Advisory, LLC is based in Columbus, OH and has been SEC-registered since 2008.

Does Accolade Investment Advisory, LLC disclose fund performance?

Accolade Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8700 Orion Place, Suite 100, Columbus, OH 43240-2078
Phone614-816-2694
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$1.6B
Total (RAUM)$1.6B