Accuvest Global Advisors, Inc.

RIASEC RegisteredEst. 2008
Total AUM
$630M
Discretionary
$630M
100% of AUM
Avg account
$1.4M
Accounts
447
Employees
6
Advisory reps
5

Firm details

Headquarters
Provo, Utah
CRD number
134096
Registered since
February 27, 2008
Custodians
MOSAIC FINANCIAL, CHARLES SCHWAB & CO., INC., U.S. BANCORP ADVISORS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other66.67%
  • Investment Companies14.41%
  • Corporations / Businesses11.51%
  • HNWI7.14%
  • Individuals0.27%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Accuvest Global Advisors, Inc. is an SEC‑registered institutional RIA that describes itself as a capital allocator serving both individual/family and institutional clients. Registered in 2008, the firm provides portfolio management for individuals and small businesses, manages portfolios for investment companies, and engages in the selection of other advisers. Its fee arrangements include percentage‑of‑AUM fees, fixed fees, and performance‑based fees. The firm is not identified as an active ESG investor. Accuvest also lists a broker‑dealer affiliation and positions itself to allocate to third‑party managers rather than relying solely on in‑house strategies. That combination of advisory services and manager selection suggests a hybrid approach that blends direct portfolio management with outsourced allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 18%, Other 17%, US Government Bonds 6%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities18%
  • Other17%
  • US Government Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • David Garff

    David Garff

    President and Chief Investment OfficerCRD 2283418

Contacts

3 of 4
  • Eric Clark

    Eric Clark

    Portfolio ManagerCRD 2573554

  • Max Russo

    Max Russo

    Senior AssociateCRD 7538721

  • Matthew Evans

    Matthew Evans

    Portfolio Relationship ManagerCRD 7220042

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Provo, UT

Utah

Location

Provo, UT

Headquartered in Provo, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
3575 N 100 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth