{"url":"https://nivawealth.com/firms/acute-investment-advisory-170368","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170368","regulatoryAum":238432347,"crd":"170368","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5102728","suffix":null,"lastName":"BRENNAN","firstName":"ABBEY","middleName":"ELIZABETH"},{"crd":"6298275","suffix":null,"lastName":"DEATON","firstName":"MATTHEW","middleName":"J."},{"crd":"8109357","suffix":null,"lastName":"Nelson","firstName":"Reed","middleName":"Porter"},{"crd":"6298279","suffix":null,"lastName":"ROBERTS","firstName":"DAMON","middleName":"B."}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-22","regulatoryAum":194516244,"clients":660,"employees":3,"offices":5},{"filedOn":"2023-07-11","regulatoryAum":186146603,"clients":696,"employees":3,"offices":4},{"filedOn":"2024-01-17","regulatoryAum":222628418,"clients":694,"employees":3,"offices":4},{"filedOn":"2025-03-03","regulatoryAum":200340217,"clients":666,"employees":3,"offices":4},{"filedOn":"2026-02-10","regulatoryAum":238432347,"clients":787,"employees":4,"offices":4}],"secFileNumber":"801-126000","legalName":"Acute 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Acute Investment Advisory offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Acute Investment Advisory charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Acute Investment Advisory use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Acute Investment Advisory have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Acute Investment Advisory invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Acute Investment Advisory?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Acute Investment Advisory get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Acute Investment Advisory?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/acute-investment-advisory-170368/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-28","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1944780/000175496026000643/0001754960-26-000643-index.html","totalValue":9456157,"positionCount":18,"top10Share":0.7499025238265397,"top10":[{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":1720663,"shares":12020,"shareType":"SH","priorValue":1574860,"priorShares":12020},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"PFD ETF","cusip":"46138E511","value":838778,"shares":77378,"shareType":"SH","priorValue":821342,"priorShares":75491},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST PORT HIGH 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}