Accuvest Global Advisors, Inc.
Firm details
- Headquarters
- Provo, Utah
- CRD number
- 134096
- Registered since
- February 27, 2008
- Website
- www.accuvest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities18%
- Other17%
- US Government Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
David Garff
President and Chief Investment OfficerCRD 2283418
Contacts
3 of 4
Eric Clark
Portfolio ManagerCRD 2573554

Max Russo
Senior AssociateCRD 7538721
Matthew Evans
Portfolio Relationship ManagerCRD 7220042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Blue Diamond Capital Investment Advisors
RIAProvo, UT
Portside Wealth Group, LLC
RIAProvo, UT
The Norden Group LLC
RIAProvo, UT
Paragon Wealth Management
RIAProvo, UT
Retirement Solutions Investments, Inc.
RIAProvo, UT
Hurley Investments, LLC
RIAProvo, UT