Accuvest Global Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and selecting other managers. The firm advises 1 private fund.
Accuvest Global Advisors reports 65 clients. They include 32 corporations and other businesses, 27 high-net-worth individuals, and 4 individual clients. Of its assets, 100.0% ($630M across 447 accounts) are managed with discretion. Of its clients, 40% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 42% | 7% |
| Investment companies | 3% | 14% |
| Corporations and other businesses | 49% | 12% |
| Other | Fewer than 5 | 67% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.7M | 0.3% | $424K |
| High-net-worth individuals | 27 | $45M | 7.1% | $1.67M |
| Investment companies | 2 | $90.8M | 14.4% | $45.4M |
| Corporations and other businesses | 32 | $72.6M | 11.5% | $2.27M |
| Other | Fewer than 5 | $420M | 66.7% | — |
| Total | 65 | $630M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.7M
- AUM share
- 0.3%
- Avg. per client
- $424K
- Clients
- 27
- Regulatory AUM
- $45M
- AUM share
- 7.1%
- Avg. per client
- $1.67M
- Clients
- 2
- Regulatory AUM
- $90.8M
- AUM share
- 14.4%
- Avg. per client
- $45.4M
- Clients
- 32
- Regulatory AUM
- $72.6M
- AUM share
- 11.5%
- Avg. per client
- $2.27M
- Clients
- Fewer than 5
- Regulatory AUM
- $420M
- AUM share
- 66.7%
- Avg. per client
- —
Total
- Clients
- 65
- Regulatory AUM
- $630M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 40%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Accuvest Global Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Mig Inc. owns 75% or more of Accuvest Global Advisors and is in turn owned by David Garff (25–50%), Bradley Jensen (25–50%) and Robert Jensen (25–50%). It has 6 employees, 4 of them in advisory roles.
Leadership
- David GarffCCO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Eric Michael Clark
- Matthew Cole Evans
- David Jacob Garff
- Jens Jensen
- Max Russo
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Accuvest Global Advisors, Inc.
Mig Inc.
Control person · since January 2024
- Owns 25% to 50% of Mig Inc.
David Garff
Control person · since January 2024
- Owns 25% to 50% of Mig Inc.
Bradley Jensen
Control person · since January 2024
- Owns 25% to 50% of Mig Inc.
Robert Jensen
Control person · since January 2024
Accuvest Global Advisors’ regulatory assets went from $643M (March 2021) to $630M (April 2026); clients fell from 73 to 65 and employees from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $630M | 65 | 6 | 2 |
| May 2025 | $938M | 45 | 6 | 2 |
| January 2024 | $518M | 41 | 6 | 2 |
| March 2023 | $477M | 41 | 6 | 2 |
| March 2022 | $529M | 51 | 7 | 2 |
| March 2021 | $643M | 73 | 7 | 2 |
Besides its headquarters, Accuvest Global Advisors has 1 office, with 2 listed addresses in California and Utah.
California · 1 listed address
- 3337 Vincent Road, Pleasant Hill
Utah · 1 listed address
- 3575 N. 100 E., Suite 350, ProvoHQ
Contact and registration details
- Legal name
- Accuvest Global Advisors, Inc.
- Headquarters
- 3575 N. 100 E., Suite 350, Provo, UT 84604
- Website
- accuvest.com
- Phone
- 925-930-2882
- SEC file
- 801-68887
- Structure
- Utah corporation
- Fiscal year end
- December
Accuvest Global Advisors uses Mosaic Financial ($194M, 43%), Charles Schwab ($165M, 37%) and U.S. Bancorp Advisors ($90.8M, 20%) as custodians for its separately managed accounts. Accuvest Global Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $165M37%
- Mosaic FinancialMosaic Financial · Nassau · $194M43%
- U.S. Bancorp AdvisorsU.S. Bancorp Advisors, LLC · St. Paul, MN · $90.8M20%
At year end, Accuvest Global Advisors’ separately managed accounts were mostly in funds (54%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $116M across 78 positions; the largest are Netflix Inc.. (9.4%), Alphabet Inc. (5.7%) and Strategy Inc. (5.2%).
What the accounts hold
- Stocks18%
- Funds54%
- Bonds7%
- U.S. government and agency bonds6%
- Investment grade corporate bonds1%
- Cash4%
- Other17%
- Crypto, loans, real assets - physical gold, private reits17%
Reported 13F holdings
- $116M
- Reported 13F value
- 78
- Positions
- 49.6%
- In the 10 largest
- +8.4%
- Value vs. prior quarter
- Netflix Inc..9.4%
- Alphabet Inc. · Cap Stk CL A5.7%
- Strategy Inc. · CL A New5.2%
- Nvidia Corporation5.0%
- Taiwan Semiconductor Manufac · Sponsored ADS4.7%
- Amazon Com Inc.4.7%
- Apple Inc.4.6%
- Mercadolibre Inc.3.6%
- Visa Inc. · Com CL A3.3%
- Uber Technologies Inc.3.2%
Together, the ten largest are 49.6% of reported value.
How many clients does Accuvest Global Advisors have?
Accuvest Global Advisors has 65 clients and manages $630 million for them, as of April 2026. They include 32 corporations and other businesses, 27 high-net-worth individuals, and 4 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Accuvest Global Advisors offer?
Accuvest Global Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Accuvest Global Advisors use?
Accuvest Global Advisors’ separately managed account assets are held at Mosaic Financial (Nassau), with $194M, Charles Schwab & Co., Inc. (Westlake, TX), with $165M and U.S. Bancorp Advisors, LLC (St. Paul, MN), with $90.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026
How many financial advisors does Accuvest Global Advisors have?
Accuvest Global Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Accuvest Global Advisors invest in?
At the end of its last fiscal year, Accuvest Global Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 17% other, 6% U.S. government and agency bonds, 4% cash and equivalents and 1% investment grade corporate bonds. The 17% other category is described as: Crypto, Loans, Real Assets - Physical Gold, Private Reits. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Accuvest Global Advisors?
Accuvest Global Advisors is owned through a holding company by David Garff and Bradley and Robert Jensen. Its direct owner is Mig Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Accuvest Global Advisors get paid?
Accuvest Global Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Accuvest Global Advisors?
Accuvest Global Advisors’ main office is at 3575 N. 100 E., Suite 350, Provo, UT 84604. Its phone number is 925-930-2882. Its website is accuvest.com.