SourcingSourcing

ACCELERATE INVESTMENT ADVISORS LLC

C26
CRD 325859·SEC 801-127772·ALISO VIEJO, CA
AUM
$315.4M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$946K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCELERATE INVESTMENT ADVISORS LLC
CRD
325859
SEC file #
801-127772
EIN
922678185
DBA names
Accelerate Retirement

Economics

AUM
$315.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$242.8M → $315.4M▲ +30%
Client mix
Pension Profit Sharing Plans577
Individuals Other434
Individuals High Net Worth48
Other12
Corporations5

Operations

Employees (total)
40
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'25'26
28 advisors → 31 advisors▲ +11%
Primary office
ALISO VIEJO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
tealretirement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACCELERATE INVESTMENT ADVISORS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ACCELERATE INVESTMENT ADVISORS LLC
GIOVINAZZO, CHRISTOPHER, M
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
ok
Rdap Domain
TEALRETIREMENT.COM
Rdap Domain Creation Date
2025-12-24T15:24:25Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
49
Form 5500 Total Compensation
1,665,072
Form 5500 Compensation Trajectory 3y
20251,609,709
202655,363
Form 5500 Plan Count Trajectory 3y
202545
20264
Schedule C Total Compensation
1,665,072
Schedule C Service Provider Rows
49

SEC EDGAR

Edgar Cik
0002035216
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2024-10-11
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001213900-26-042947

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
31
Bc Firm IAR Count
31
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
120 VANTIS DRIVESUITE 330ALISO VIEJO, CA 92656
Business
120 VANTIS DRIVESUITE 330ALISO VIEJO, CA 92656
Edgar EIN
922678185
Edgar Recent Filings
13F-HR2026-04-13 · 0001213900-26-042947
13F-HR2026-01-12 · 0001213900-26-003124
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-24T15:24:25Z
Rdap Domain Last Changed
2026-03-01T06:46:28Z
Rdap Nameservers
Ns1-05.azure-dns.comNs2-05.azure-dns.netNs3-05.azure-dns.orgNs4-05.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (31)

31
GIOVINAZZO, CHRISTOPHER, M
IAR · Executive Officer · 2.5%
6105579
Hughes, Nolan
IAR · Executive Officer · 2.5%
5010510
SARA DOROTHY JOHNSON
IAR
6271331
Angel Eduardo Rodas Pablo
IAR
7460696
JOSEPH DENSON BIGGERSTAFF
IAR
2396377
Jordan Smith
IAR
6859761
Jared Hollands
IAR
7476072
CONOR KENNETH WEIR
IAR
6050425
TIMOTHY CHRISTOPHER THURSTON
IAR
1704102
WILLIAM ZACH FRIEDRICH
IAR
6173338
MICHAEL JOSEPH SHEARON
IAR
6525274
JONATHAN JOSEPH BEBE
IAR
6432091
Amy Elizabeth Deer
IAR
6976843
STUART HENRY SCHOLTEN
IAR
6258776
BLAIR CLARK STIENTJES
IAR
2559465
RON SCOTT KIRKPATRICK
IAR
4090449
MICHAEL FRANCIS SHEARON
IAR
1984397
JEFFERY TODD SUTTON
IAR
2686107
THOMAS PATRICK FREISMUTH
IAR
1150814
ERIC CARL CARLSON
IAR
6148345
Patrick Henry Casserly
IAR
7220774
JARED MICHAEL SHAFT
IAR
6829491
JENNIFER BOROWIEC JONES
IAR
4838195
GLENN MARK CASSIDY
IAR
4193108
PHILLIP ANTHONY MATHESON
IAR
3032213
BRIAN KEITH BRUMMELL
IAR
3087263
Sophois Sokhom
IAR
5887039
John McQuade Cole
IAR
6835570
LLOYD JON ENGLEMAN
IAR
4168322
Edmund Victor Leparskas
IAR
7523253
Steven James Heussner
IAR
1878545