Accent Capital Management, Llc
- Regulatory AUM
- $383M
- Discretionary
- $383M
- Clients
- 92
- Avg AUM / client
- $4.2M
- Accounts
- 134
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Investments (13F portfolio — 334 positions, $206,298,990)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Class A | CL A COM | $25,230,614 | 87,786 | 12.2% | 6.59% |
| 2 | Nvidia Corp | COM | $24,671,952 | 141,460 | 12.0% | 6.45% |
| 3 | Apple Inc | COM | $23,940,534 | 94,332 | 11.6% | 6.26% |
| 4 | Microsoft Corp | COM | $16,165,270 | 43,670 | 7.84% | 4.22% |
| 5 | Meta Platforms Inc Class A | CL A COM | $11,875,130 | 20,756 | 5.76% | 3.1% |
| 6 | Amazon.Com Inc | COM | $11,228,877 | 53,915 | 5.44% | 2.93% |
| 7 | State Street Spdr S&P 500 Etf Trust | COM | $10,345,168 | 15,869 | 5.01% | 2.7% |
| 8 | Vanguard S&P 500 Etf | COM | $8,397,968 | 14,054 | 4.07% | 2.19% |
| 9 | Costco Whsl Corp New | COM | $6,101,319 | 6,123 | 2.96% | 1.59% |
| 10 | Eli Lilly And Co | COM | $5,170,947 | 5,622 | 2.51% | 1.35% |
| 11 | Jpmorgan Chase & Co | COM | $4,494,822 | 15,280 | 2.18% | 1.17% |
| 12 | Honeywell Intl Inc | COM | $4,194,213 | 18,556 | 2.03% | 1.1% |
| 13 | Broadcom Inc | COM | $4,037,248 | 13,044 | 1.96% | 1.05% |
| 14 | Tesla Inc | COM | $3,941,294 | 10,602 | 1.91% | 1.03% |
| 15 | Mastercard Inc Class A | CL A COM | $3,420,645 | 6,846 | 1.66% | 0.89% |
| 16 | Visa Inc Class A | CL A COM | $3,299,853 | 10,918 | 1.6% | 0.86% |
| 17 | Lam Resh Corp | COM | $2,974,948 | 13,907 | 1.44% | 0.78% |
| 18 | Walmart Inc | COM | $2,630,790 | 21,126 | 1.28% | 0.69% |
| 19 | American Express Co | COM | $2,466,119 | 8,153 | 1.2% | 0.64% |
| 20 | Vanguard Total Stock Market Etf | COM | $2,214,231 | 6,902 | 1.07% | 0.58% |
| 21 | Bank Of America Corp | COM | $1,530,848 | 31,402 | 0.74% | 0.4% |
| 22 | Tjx Cos Inc New | COM | $1,447,448 | 9,064 | 0.7% | 0.38% |
| 23 | Berkshire Hathaway I Class A | CL A COM | $1,436,280 | 2 | 0.7% | 0.38% |
| 24 | Vanguard Growth Etf | COM | $1,362,357 | 13,429 | 0.66% | 0.36% |
| 25 | Pepsico Inc | COM | $1,361,959 | 8,770 | 0.66% | 0.36% |
Top 25 of 334 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 39 | $16.0M | 4.19% |
| High net worth individuals | 44 | $354M | 92.5% |
| Pension and profit sharing plans | 2 | $206K | 0.05% |
| Charitable organizations | 3 | $3.6M | 0.95% |
| Corporations and other businesses | 4 | $8.9M | 2.32% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kumbhani, Kamal, Nitin | Member And President | Jan 2022 (5y) | 50% – 75% | |
| Kumbhani, Nitin, Natvarlal | Member, Chief Investment Officer And Chief Executive Officer | Jan 2022 (5y) | 10% – 25% | |
| Kumbhani, Abhijit | Member And Vice President | Jan 2022 (5y) | 10% – 25% | |
| Alagirisamy, Vijay | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $295M (77% of AUM) Mar 2026
- National Financial Services (Fidelity) $76.8M (20% of AUM) Mar 2026
- Robert W. Baird & Co. Incorporated $34.0M (14% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗