ACCOLADE INVESTMENT ADVISORY, LLC
Legal name: ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
CRD #145635 SEC #801-68695 COLUMBUS, OH 614-816-2694
SEC Registered
Total AUM
$1.5B
Discretionary
$0
Employees
6
Clients
0
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $1.5B | $0 | $1.5B | 6 | 0 |
| Mar 2024 | $1.4B | $0 | $1.4B | 6 | 0 |
| Mar 2024 | $1.4B | $0 | $1.4B | 6 | 0 |
| Feb 2023 | $1.6B | $0 | $1.6B | 4 | 0 |
| Apr 2022 | $1.4B | $0 | $1.4B | 4 | 0 |
| Mar 2022 | $1.4B | $0 | $1.4B | 4 | 0 |
| Mar 2021 | $1.2B | $0 | $1.2B | 4 | 0 |
| Feb 2021 | $1.2B | $0 | $1.2B | 4 | 0 |
| Apr 2020 | $1B | $1B | $0 | 4 | 0 |
| Mar 2019 | $1.3B | $0 | $1.3B | 7 | 0 |
| Jan 2019 | $1.5B | $0 | $1.5B | 7 | 29 |
| Nov 2018 | $1.5B | $0 | $1.5B | 7 | 29 |
| Apr 2018 | $1.5B | $0 | $1.5B | 7 | 29 |
| Jan 2017 | $1.5B | $0 | $1.5B | 5 | 11 |
| Nov 2016 | $1.4B | $0 | $1.4B | 5 | 11 |
| Sep 2016 | $1.4B | $0 | $1.4B | 5 | 11 |
| Feb 2016 | $1.4B | $0 | $1.4B | 5 | 11 |
| Jan 2016 | $1.5B | $0 | $1.5B | 5 | 11 |
| Jan 2016 | $1.5B | $0 | $1.5B | 5 | 11 |
| Jan 2016 | $1.5B | $0 | $1.5B | 5 | 11 |
| Nov 2015 | $1.5B | $0 | $1.5B | 5 | 11 |
| Sep 2015 | $1.5B | $0 | $1.5B | 5 | 11 |
| Aug 2015 | $1.5B | $0 | $1.5B | 5 | 11 |
| Feb 2015 | $1.3B | $0 | $1.3B | 5 | 11 |
| Feb 2015 | $1.3B | $0 | $1.3B | 5 | 11 |
| Feb 2015 | $1.3B | $0 | $1.3B | 5 | 11 |
| Apr 2014 | $1.4B | $0 | $1.4B | 5 | 11 |
| Feb 2014 | $1.4B | $0 | $1.4B | 4 | 11 |
| Mar 2013 | $1.2B | $0 | $1.2B | 2 | 1 |
| Sep 2012 | $1.2B | $0 | $1.2B | 1 | 1 |
| Feb 2012 | $1.2B | $0 | $1.2B | 1 | 1 |
| Mar 2011 | $892M | $0 | $892M | 5 | -- |
| Apr 2010 | $732.3M | $0 | $732.3M | 5 | -- |
| Apr 2009 | $25M | $0 | $25M | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees6
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees6
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees6
Clients0
DateFeb 2023
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees4
Clients0
DateApr 2022
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees4
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees4
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees4
Clients0
DateFeb 2021
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees4
Clients0
DateApr 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees7
Clients0
DateJan 2019
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees7
Clients29
DateNov 2018
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees7
Clients29
DateApr 2018
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees7
Clients29
DateJan 2017
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateNov 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients11
DateSep 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients11
DateFeb 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients11
DateJan 2016
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateJan 2016
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateJan 2016
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateNov 2015
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateSep 2015
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateAug 2015
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees5
Clients11
DateFeb 2015
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees5
Clients11
DateFeb 2015
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees5
Clients11
DateFeb 2015
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees5
Clients11
DateApr 2014
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients11
DateFeb 2014
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees4
Clients11
DateMar 2013
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees2
Clients1
DateSep 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees1
Clients1
DateFeb 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees1
Clients1
DateMar 2011
Total AUM$892M
Discretionary$0
Non-Disc.$892M
Employees5
Clients--
DateApr 2010
Total AUM$732.3M
Discretionary$0
Non-Disc.$732.3M
Employees5
Clients--
DateApr 2009
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--