Acute Investment Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Acute Investment Advisory reports 787 clients. They include 728 individual clients and 59 high-net-worth individuals. Of its assets, 100.0% ($238M across 1,605 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 67% |
| High-net-worth individuals | 7% | 33% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 728 | $159M | 66.9% | $219K |
| High-net-worth individuals | 59 | $79M | 33.1% | $1.34M |
| Total | 787 | $238M | 100% | $303K |
- Clients
- 728
- Regulatory AUM
- $159M
- AUM share
- 66.9%
- Avg. per client
- $219K
- Clients
- 59
- Regulatory AUM
- $79M
- AUM share
- 33.1%
- Avg. per client
- $1.34M
Total
- Clients
- 787
- Regulatory AUM
- $238M
- AUM share
- 100%
- Avg. per client
- $303K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Acute Investment Advisory charges 1.20%–1.30% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.30% |
| $500K–$1M | 1.25% |
| $1M and above | 1.20% |
Fee details and sources
Matthew Deaton owns 50% to 75% of Acute Investment Advisory. The leadership team of Acute Investment Advisory includes Chief Compliance Officer Matthew Deaton. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Acute Investment Advisory, LLC
Matthew Deaton
Control person · since November 2004
- Owns 50% to 75% of Acute Investment Advisory, LLC
Damon Roberts
Control person · since April 2014
Acute Investment Advisory’s regulatory assets grew from $195M (June 2022) to $238M (February 2026); clients rose from 660 to 787 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $238M | 787 | 4 | 4 |
| Mar 2025March 2025 | $200M | 666 | 3 | 4 |
| Jan 2024January 2024 | $223M | 694 | 3 | 4 |
| Jul 2023July 2023 | $186M | 696 | 3 | 4 |
| Jun 2022June 2022 | $195M | 660 | 3 | 5 |
Besides its headquarters, Acute Investment Advisory has 3 offices, with 4 listed addresses in 1 state.
Arizona · 4 listed addresses
- 4856 East Baseline Road, Suite 104, MesaHQ
- 9375 East Shea BLVD, Scottsdale
- 14050 N. 83rd Ave., Peoria
- 4435 East Chandler BLVD., Phoenix
Contact and registration details
- Legal name
- Acute Investment Advisory, LLC
- Headquarters
- 4856 East Baseline Road, Suite 104, Mesa, AZ 85206
- Website
- acutewealthadvisors.com
- Phone
- 480-620-6907
- SEC file
- 801-126000
- Structure
- Arizona LLC
- Fiscal year end
- December
Acute Investment Advisory’s named custodian for separately managed accounts is Charles Schwab ($232M). Acute Investment Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $232M100%
At year end, Acute Investment Advisory’s separately managed accounts were mostly in funds (73%). Its reported 13F holdings for the quarter ended 30 June 2026 total $9.46M across 18 positions; the largest are Emerson Elec CO (18.2%), Invesco Exch Traded FD TR II (8.9%) and SPDR Series Trust (8.6%).
What the accounts hold
- Funds73%
- Other27%
- Derivatives27%
How many clients does Acute Investment Advisory have?
Acute Investment Advisory has 787 clients and manages $238 million for them, as of February 2026. They include 728 individual clients and 59 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does Acute Investment Advisory offer?
Acute Investment Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Acute Investment Advisory charge?
Acute Investment Advisory charges 1.20%–1.30% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ACUTE INVESTMENT ADVISORY FORM ADV PART 2A AND 2B, filed 10 February 2026
Which custodians does Acute Investment Advisory use?
Acute Investment Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $232M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does Acute Investment Advisory have?
Acute Investment Advisory has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Acute Investment Advisory invest in?
At the end of its last fiscal year, Acute Investment Advisory’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs) and 27% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Acute Investment Advisory?
Acute Investment Advisory’s direct owners are Matthew Deaton (50% to 75%) and Damon Roberts (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does Acute Investment Advisory get paid?
Acute Investment Advisory is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees 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 Acute Investment Advisory?
Acute Investment Advisory’s main office is at 4856 East Baseline Road, Suite 104, Mesa, AZ 85206. Its phone number is 480-620-6907. Its website is acutewealthadvisors.com.
