# ACCESS FINANCIAL GROUP, LLC

ACCESS FINANCIAL GROUP, LLC of MOUNT VERNON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 312084
- Type: SEC-registered investment adviser
- Location: 1981 COUNTY ROAD SE 4250, MOUNT VERNON, TX, 75457
- Phone: 903-609-3313
- Latest filing: 2026-02-05
- Regulatory AUM: $39.3M
- Discretionary AUM: $39.3M
- Clients: 3
- Accounts: 236

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312084/similar
- Related entities: https://search.stillhousedata.com/firm/312084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312084

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.