ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE INVESTMENT ADVISORY, LLC

CRD 145635 · SEC 801-68695

8700 ORION PLACE, SUITE 100, COLUMBUS, OH, 43240-2078, United States

Phone

614-816-2694

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.60B

Discretionary AUM

Team

6 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

Services

Portfolio management (institutions)

Type	Clients	AUM
Banking/thrift institutions	39	$1.60B

LA, MS, NY, OH, TX, FL

Official SEC filing: View on IAPD