Access Softek Advisory Services, Llc
- Regulatory AUM
- $7.4M
- Discretionary
- $6.8M
- Clients
- 2,223
- Avg AUM / client
- $3.3K
- Accounts
- 2,352
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,223 | $7.4M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Doner, Christopher, George Patrick | Managing Member | Mar 1993 (33y) | ≈ 56.25% – 100% via Access Softek, Inc. | |
| Allen, Mark, Nmn | Svp Of Investment Programs | Oct 2018 (8y) | Less than 5% | |
| Visconti, Francesca, Elaina | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Patrick Shawn Dobens | Registered representative | Aug 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Access Softek, Inc. | Member | Oct 2018 | A | 75% or more |
| The Doner Family Irrevocable Trust | Owner | Dec 2016 | B | ≈ 18.75% – 50% via Access Softek, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Doner, Christopher, George Patrick: 75% – 100% of Access Softek, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- The Doner Family Irrevocable Trust: 25% – 50% of Access Softek, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 02/17/2026 | 963 KB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Drivewealth, Llc $6.8M (92% of AUM) Feb 2026
- RBC $3.5M (100% of AUM) Mar 2024
- Velox Clearing Llc $112K (100% of AUM) Nov 2021
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: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗