Accuvest Global Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Provo, UT. Its latest Form ADV filing, dated April 7, 2026, reports $630M in regulatory assets under management, 6 employees, 1 office, and 447 accounts.
Assets Under Management
$630M
Employees
6
Offices
1 office
Total Clients
65
Primary office
PROVO, UT
3575 N. 100 E., SUITE 350, PROVO, UT, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentCorporations represent 49.2% of total clients.
Top client categories% of clientsClients
1
Corporations
49.2%
32
2
HNWI
41.5%
27
3
Individuals
6.2%
4
4
Investment Cos.
3.1%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
SUB ADVISOR<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$630Mas of April 7, 2026
Discretionary100.0%
$630M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$630M
Total Accounts447
10Y AUM Change+$252M (+66.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee11:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.