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ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096File 801-68887
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.ACCUVEST.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 45 | 65 | increased by20 |
| Apr 1, 2026 | AUM | $937,738,179 | $630,452,554 | decreased by$307,285,625 |
| Apr 1, 2026 | Accounts | 383 | 447 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 51 | 45 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $528,767,623 | $937,738,179 | increased by$408,970,556 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 138 | 383 | increased by245 |
| Sep 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 73 | 51 | decreased by22 |
| Apr 1, 2022 | AUM | $642,899,307 | $528,767,623 | decreased by$114,131,684 |
| Apr 1, 2022 | Accounts | 155 | 138 | decreased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCUVEST GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCUVEST GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.