Accolade Asset/Liability Advisory Services

CRD 145635 · Columbus, OH · $1.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145635
SEC number: 801-68695
Firm type: RIA
Assets under management: $1.6B as of Mar 17, 2026
Website: www.accoladeadvisory.com ↗
Phone: 614-816-2694
Address: 8700 Orion Place, Columbus, OH, 43240-2078

Advisors at this firm

5 in our index · page 1 of 1

Tyler DeleonCRD 7496891 · Columbus, OH

IA RegisteredRegistration inactive
Peter Joseph GibsonCRD 5467097 · Columbus, OH

IA Registered
Philip Andrew LucasCRD 6856866 · Columbus, OH

IA Registered
James Donald PisulaCRD 7099247 · Columbus, OH

IA Registered
Ethan W RhinehartCRD 6535483 · Honeoye Falls, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.