Acute Investment Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mesa, AZ. Its latest Form ADV filing, dated February 10, 2026, reports $238M in regulatory assets under management, 4 employees, 3 offices, and 1,605 accounts.
Assets Under Management
$238M
Employees
4
Offices
3 offices
Total Clients
787
Primary office
MESA, AZ
4856 EAST BASELINE ROAD, SUITE 104, MESA, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
728
2
HNWI
7.5%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of February 10, 2026
Discretionary100.0%
$238M
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.
Total AUM$238M
Total Accounts1,605
10Y AUM Change+$44M (+22.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee197:1
10Y Employee Change+1 (+33.3%)
* 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.