Accent Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Accent Capital Management reports 92 clients. They include 44 high-net-worth individuals, 39 individual clients, and 4 corporations and other businesses. Of its assets, 100.0% ($383M across 134 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 4% |
| High-net-worth individuals | 48% | 92% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | 3% | <1% |
| Corporations and other businesses | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 39 | $16M | 4.2% | $411K |
| High-net-worth individuals | 44 | $354M | 92.5% | $8.04M |
| Pension and profit-sharing plans | Fewer than 5 | $206K | 0.1% | $103K |
| Charitable organizations | Fewer than 5 | $3.62M | 0.9% | $1.21M |
| Corporations and other businesses | Fewer than 5 | $8.87M | 2.3% | $2.22M |
| Total | 92 | $383M | 100% | — |
- Clients
- 39
- Regulatory AUM
- $16M
- AUM share
- 4.2%
- Avg. per client
- $411K
- Clients
- 44
- Regulatory AUM
- $354M
- AUM share
- 92.5%
- Avg. per client
- $8.04M
- Clients
- Fewer than 5
- Regulatory AUM
- $206K
- AUM share
- 0.1%
- Avg. per client
- $103K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.62M
- AUM share
- 0.9%
- Avg. per client
- $1.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.87M
- AUM share
- 2.3%
- Avg. per client
- $2.22M
Total
- Clients
- 92
- Regulatory AUM
- $383M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Accent Capital Management charges 0.65% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Fee details and sources
Kamal Kumbhani owns 50% to 75% of Accent Capital Management. Nitin Kumbhani is CEO; the leadership team includes President Abhijit Kumbhani and Chief Compliance Officer Vijay Alagirisamy. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- Owns 50% to 75% of Accent Capital Management, LLC
Kamal Kumbhani
Control person · since January 2022
- Owns 10% to 25% of Accent Capital Management, LLC
Nitin Kumbhani
Control person · since January 2022
- Owns 10% to 25% of Accent Capital Management, LLC
Abhijit Kumbhani
Control person · since January 2022
Accent Capital Management’s regulatory assets grew 1.6× from $238M (June 2022) to $383M (March 2026); clients rose from 36 to 92 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $383M | 92 | 7 | 1 |
| Feb 2025February 2025 | $321M | 57 | 5 | 1 |
| Mar 2024March 2024 | $272M | 36 | 4 | 1 |
| Apr 2023April 2023 | $245M | 36 | 3 | 1 |
| Jun 2022June 2022 | $238M | 36 | 3 | 1 |
Besides its headquarters, Accent Capital Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 170 E. Spring Valley Pike, Suite B, CentervilleHQ
Contact and registration details
- Legal name
- Accent Capital Management, LLC
- Headquarters
- 170 E. Spring Valley Pike, Suite B, Centerville, OH 45458
- Website
- accent-cm.com
- Phone
- 937-231-0528
- SEC file
- 801-123583
- Founded
- 2022
- Structure
- Ohio LLC
- Fiscal year end
- December
Accent Capital Management’s named custodians for separately managed accounts are Charles Schwab ($295M, 79%) and Fidelity ($76.8M, 21%). Accent Capital Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $76.8M21%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $295M79%
At year end, Accent Capital Management’s separately managed accounts were mostly in stocks (54%) and cash (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $231M across 299 positions; the largest are Apple Inc. (10.3%), Nvidia Corp. (9.3%) and Alphabet Inc. Class A (9.1%).
What the accounts hold
- Stocks54%
- Funds12%
- Bonds7%
- Cash27%
How many clients does Accent Capital Management have?
Accent Capital Management has 92 clients and manages $383 million for them, as of March 2026. They include 44 high-net-worth individuals, 39 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Accent Capital Management offer?
Accent Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Accent Capital Management charge?
Accent Capital Management charges 0.65% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does Accent Capital Management use?
Accent Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $295M and National Financial Services LLC (Boston, MA), with $76.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Accent Capital Management have?
Accent Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Accent Capital Management invest in?
At the end of its last fiscal year, Accent Capital Management’s separately managed accounts held 54% exchange-traded equities, 27% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs) and 7% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Accent Capital Management have a minimum investment?
Yes, Accent Capital Management’s minimum account size for its Portfolio Management Services is $100K.
Who owns Accent Capital Management?
Accent Capital Management’s direct owners are Nitin Kumbhani (10% to 25%), Kamal Kumbhani (50% to 75%) and Abhijit Kumbhani (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Accent Capital Management get paid?
Accent Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Accent Capital Management?
Accent Capital Management’s main office is at 170 E. Spring Valley Pike, Suite B, Centerville, OH 45458. Its phone number is 937-231-0528. Its website is accent-cm.com.