Accolade Investment Advisory, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $0
- Clients
- 39
- Avg AUM / client
- $41.0M
- Accounts
- 39
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 39 | $1.6B | 100.0% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Joseph Gibson | Chief Investment Officer | Apr 2014 (12y) | Less than 5% | |
| Gampp, Michael, Lee | Board Member | Oct 2018 (8y) | Less than 5% | |
| Fearing, David | Chief Compliance Officer/Ceo | Jan 2019 (8y) | Less than 5% | |
| Tieman, Kara | Board Member | Jan 2019 (8y) | Less than 5% | |
| Brown, Denise | Board Member | Jan 2019 (8y) | Less than 5% | |
| James Donald Pisula | Vp Strategic Advisory | Apr 2019 (7y) | Less than 5% | |
| Huff, Del | Board Member | Jan 2021 (6y) | Less than 5% | |
| Philip Andrew Lucas | Registered representative | Sep 2017 (9y) | ||
| Ethan W Rhinehart | Registered representative | Aug 2020 (6y) | ||
| Tyler De Leon | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corporate One Fcu | Owner/Member | Jul 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Alaska Usa Trust Company $1.1B (82% of AUM) Mar 2019
- BNY Mellon $928M (58% of AUM) Mar 2026
- Federal Home Loan Bank Of Des Moines $199M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗