Access Financial Group, Inc.
- Regulatory AUM
- $302M
- Discretionary
- $300M
- Clients
- 314
- Avg AUM / client
- $963K
- Accounts
- 315
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $14.0M | 4.63% |
| Corporations and other businesses | 306 | $288M | 95.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gorchoff, Nancy Jo | Director, C.O.O, C.F.O. | Dec 1995 (31y) | Less than 5% | |
| Chigas, Victor John Jr | Director, Ceo, Sr. Options Principal | Sep 1999 (27y) | Less than 5% | |
| Richard Irl Konst | Director, Vice Chairman | Sep 1999 (27y) | Less than 5% | |
| Christopher Robert Chigas | President, Chief Compliance Officer | Nov 2000 (26y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Victor C Chigas Grantor Trust Fbo Victor J Chigas | Owner | Mar 2023 | A | 50% – 75% |
| Richard Konst Trust | Owner | Mar 2023 | A | 25% – 50% |
| Victor C Chigas Grantor Trust Fbo Christopher Chigas | Owner | Mar 2023 | A | 5% – 10% |
Undisclosed: 0% – 20% 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) | 03/18/2026 | 971 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
- Raymond James $302M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗