ACCELERATE RETIREMENT

Legal name: ACCELERATE INVESTMENT ADVISORS LLC

CRD 325859File 801-127772

APPROVED

Retail clients

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$315.4M

Below cohort median (national)

Discretionary AUM

$271.4M

Non-discretionary $44.0M

Clients

1,064

905 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 28, 2023
Principal office: 120 VANTIS DR., SUITE 330, ALISO VIEJO, CA, 92656
Phone: 888-439-7071
Website: https://www.linkedin.com/company/totalbenefitsca/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $315.4M
Discretionary AUM: $271.4M
Non-discretionary AUM: $44.0M
Discretionary accounts: 861
Non-discretionary accounts: 44
Total accounts: 905
AUM per client: $296K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$6.5M
High net worth individuals	48	$114.6M
Pension and profit sharing plans	577	$18.4M
Individuals (other than high net worth individuals)	434	$144.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
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: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1076	1064
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.