Data / Investment advisers / Utah / Accuvest Global Advisors, Inc.
Accuvest Global Advisors, Inc., Provo, UT: $630 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Accuvest Global Advisors, Inc. is an SEC registered investment adviser with its main office in Provo, Utah and reports $630 million in regulatory assets under management in its Form ADV filed April 7, 2026. Its clients include investment companies, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
The request: Watch Accuvest Global Advisors, Inc. (CRD number 134096): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 134096
- SEC file number
- 801-68887
- SEC status
- Approved, effective February 27, 2008
- Main office
- 3575 N. 100 E. Suite 350, Provo, UT 84604
- Phone
- (925) 930-2882
- Regulatory AUM
- $630,452,554 in the Form ADV filed April 7, 2026
- Discretionary AUM
- $630,452,554
- Accounts
- 447
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $18,000,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $90.8 million |
| Corporations or other businesses | 32 | $72.6 million |
| High net worth individuals | 27 | $45 million |
| Individuals (other than high net worth individuals) | 4 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $630.5 million | March 27, 2026 |
| December 1, 2025 | $937.7 million | May 5, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peterson Wealth Advisors, LLC | Orem | $829.7 million | Not listed | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | $704.2 million | Not listed | adviserinfo.sec.gov |
| Abg Consultants | Cottonwood Heights | $697.4 million | Not listed | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | $661.4 million | Not listed | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | $601.5 million | Not listed | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | $598.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Accuvest Global Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.