← Directory
ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096File 801-68887
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$630.5M
Above cohort median (national)
Discretionary AUM
$630.5M
Clients
65
447 accounts
Employees
6
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 27, 2008
- Principal office
- 3575 N. 100 E., SUITE 350, PROVO, UT, 84604
- Phone
- 925-930-2882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $630.5M
- Discretionary AUM
- $630.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 447
- Non-discretionary accounts
- 0
- Total accounts
- 447
- AUM per client
- $9.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $72.6M |
| Investment companies | 2 | $90.8M |
| High net worth individuals | 27 | $45.0M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.