Accolade Partners
Washington, DC·SEC-registered · CRD #160802
Accolade Partners is an SEC-registered investment advisory firm in Washington, DC managing $9.3B across 66 client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.3B
Client accounts
66
Advisory staff
11
Fee model
Fee-only
How Accolade Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Accolade Partners
How much does Accolade Partners manage?
Per its most recent SEC Form ADV filing (06/30/2026), Accolade Partners reports $9.3B in regulatory assets under management across roughly 66 client accounts.
How does Accolade Partners charge?
Accolade Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Accolade Partners a fiduciary?
Yes. Accolade Partners is registered with the U.S. Securities and Exchange Commission (CRD #160802), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Accolade Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Accolade Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Accolade Partners's public SEC Form ADV filing (CRD #160802, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Accolade Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Accolade Partners? Claim this profile.