SourcingSourcing

ACCUVEST GLOBAL ADVISORS, INC.

C43
CRD 134096·SEC 801-68887·PROVO, UT
AUM
$630.5M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCUVEST GLOBAL ADVISORS, INC.
CRD
134096
SEC file #
801-68887
EIN
331564731
DBA names
—

Economics

AUM
$630.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$375.5M → $630.5M▲ +68%
Client mix
Corporations32
Individuals High Net Worth27
Individuals Other4
Investment Companies2

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
PROVO UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
linkedin.com/in/compliance-accuvest-25459b101(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MIG INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
MIG INC.
GARFF, DAVID, JACOB
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002127149
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-27
Edgar Last Filing Date
2026-04-27
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-272026-04-27 · 0002127149-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab12
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
3575 N. 100 E.SUITE 350PROVO, UT 84604
Business
3575 N. 100 E.SUITE 350PROVO, UT 84604
Edgar EIN
331564731
Edgar Recent Filings
D2026-04-27 · 0002127149-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
GARFF, DAVID, JACOB
IAR · Executive Officer · 2.5%
2283418
Jens Jensen
IAR
7411454
ERIC MICHAEL CLARK
IAR
2573554
MAX RUSSO
IAR
7538721