Access Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Access Investment Management serves individual and high‑net‑worth clients, offering tailored investment advisory and managed account services with a stated $1,000,000 account minimum. The firm provides both discretionary and non‑discretionary portfolio management, asset allocation recommendations, and related consulting services as part of its comprehensive advisory arrangements.
AIM’s investment approach emphasizes asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term holdings designed to help clients maintain purchasing power over the long term, with ongoing suitability reviews and encouragement to consult tax professionals. The firm documents client risk profiles, conducts due diligence and strategic allocation recommendations, and reports that a substantial portion of its assets are managed on a non‑discretionary basis (approximately $289.5 million non‑discretionary versus $166.9 million discretionary as of December 31, 2025).
Compared with peers, AIM manages a relatively large asset base for a three‑advisor practice — roughly $456 million in aggregate AUM — resulting in higher AUM per advisor than is typical for similarly sized teams. The firm also discloses several operational distinctions: use of promoter referral arrangements, a preference for custodial relationships with Charles Schwab, limited custody treatment for fee deductions and transfer authorizations, and vendor due diligence addressing artificial intelligence and machine‑learning risks.
Client services
Expertise
Fee options
Maximum of 1.25% annually
Account minimum: $1,000,000
Main office
3715 Northside Parkway, Building 400, Suite 210
Atlanta GA 30327
Advisors at this office
3
Most active in
Georgia · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Timothy D
CFA®
Atlanta, GA
Access Investment Management, LLC
Timothy Daughtry is a CFA® charterholder with three years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel and seven years at Buckhead Capital Management. He is based in Atlanta, GA. Access Investment Management, LLC is an SEC-registered adviser serving individual and high-net-worth clients with managed account services. The firm employs various investment methods tailored to client objectives and manages assets primarily on a non-discretionary basis.
Joshua H
CFA®
Atlanta, GA
Access Investment Management, LLC
Joshua Husted is a CFA® charterholder with experience in public pension systems and investment management, currently serving at Access Investment Management, LLC since 2026. His prior roles include positions at the Teachers Retirement Systems of Georgia and the Retirement Systems of Alabama. Access Investment Management, LLC provides managed account services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management with a $1,000,000 account minimum. The firm employs various investment methods and manages approximately $419.6 million in assets across a small client base.
Matthew R
CFA®
Atlanta, GA
Access Investment Management, LLC
Matthew Reams is a CFA® charterholder with 21 years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel, LLC, and 18 years at Buckhead Capital Management, LLC. Access Investment Management, LLC is an SEC-registered adviser serving individuals and high-net-worth clients with managed account services. The firm implements tailored investment strategies using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases, managing assets primarily on a non-discretionary basis.
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