Data / Investment advisers / Utah / Tingey Advisors Inc
Tingey Advisors Inc, Salt Lake City, UT: $478 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tingey Advisors Inc is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $478 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Tingey Advisors Inc (CRD number 107539): 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
- 107539
- SEC file number
- 801-88169
- SEC status
- Approved, effective April 8, 2015
- Legal name
- Cannon Tingey Investment Advisors Inc
- Main office
- 2101 East Murray-Holladay Road Suite 200, Salt Lake City, UT 84117
- Phone
- (801) 352-8166
- Website
- tingeyadvisors.com
- Regulatory AUM
- $477,715,853 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $450,462,360
- Non discretionary AUM
- $27,253,493
- Accounts
- 395
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 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 |
|---|---|---|
| High net worth individuals | 107 | $335.4 million |
| Individuals (other than high net worth individuals) | 231 | $56.8 million |
| Pension and profit sharing plans | 36 | $43.8 million |
| Corporations or other businesses | 15 | $36.4 million |
| Charitable organizations | 5 | $3.6 million |
| Insurance companies | 1 | $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 | $477.7 million | March 6, 2026 |
| December 1, 2025 | $385 million | June 11, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jacobsen Capital Management | Salt Lake City | $562.9 million | Not listed | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | Not listed | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | $504 million | Not listed | adviserinfo.sec.gov |
| Wasatch Health Partners | Salt Lake City | $495.2 million | 4 | adviserinfo.sec.gov |
| Lefavi Wealth Management | Salt Lake City | $445 million | Not listed | adviserinfo.sec.gov |
| Sorenson Impact Advisory | Salt Lake City | $424.3 million | Not listed | adviserinfo.sec.gov |
| Smedley Financial Services Inc | Salt Lake City | $396.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tingey 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.