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Malachi Patrick Sturlin

ACCESS CAPITAL MANAGEMENT, LLC·BETHANY, Oklahoma
SIE, Series 7, Series 24, Series 53, Series 66CFPClean record20 years registeredACCESS CAPITAL MANAGEMENT, LLC
6632 NW 39TH EXPRESSWAY, BETHANY, OK 73008CRD# 4818508Firm CRD# 153558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Malachi Patrick Sturlin · BETHANY, OK
Registration
CRD #4818508 · ACCESS CAPITAL MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ACCESS CAPITAL MANAGEMENT, LLC
PLAN GROUP FINANCIAL, INC.
Feb 2016 – Mar 2021
OKLAHOMA CITY, OK
ACCESS CAPITAL MANAGEMENT, LLC
Apr 2010 – Jun 2015
BETHANY, OK
ACCESS FINANCIAL GROUP, INC.
Sep 2005 – Feb 2016
BETHANY, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 66
Registration record
First registered · September 27, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCESS CAPITAL MANAGEMENT, LLC
CRD 153558 · SEC 801-71387
AUM
$4M
Regulatory assets under management
Employees
3
46 client accounts
Services offered by ACCESS CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Market timing services
Other advisory services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ACCESS CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Malachi Patrick Sturlin offer?
Malachi Patrick Sturlin specializes in Investment Management.
What are Malachi Patrick Sturlin's credentials?
Malachi Patrick Sturlin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Malachi Patrick Sturlin located?
Malachi Patrick Sturlin is based in BETHANY, Oklahoma, last registered with ACCESS CAPITAL MANAGEMENT, LLC.
How does Malachi Patrick Sturlin charge for services?
Malachi Patrick Sturlin's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS CAPITAL MANAGEMENT, LLC?
ACCESS CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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