ACCUVEST GLOBAL ADVISORS, INC.
CRD #134096 SEC #801-68887 PROVO, UT 925-930-2882
SEC Registered Private Funds
Total AUM
$937.7M
Discretionary
$937.7M
Employees
6
Clients
0
Accounts
383
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $937.7M | $937.7M | $0 | 6 | 0 |
| Mar 2025 | $937.7M | $937.7M | $0 | 6 | 0 |
| Jan 2024 | $518M | $518M | $0 | 6 | 0 |
| Mar 2023 | $476.6M | $476.6M | $0 | 6 | 0 |
| Aug 2022 | $528.8M | $528.8M | $0 | 6 | 0 |
| Mar 2022 | $528.8M | $528.8M | $0 | 7 | 0 |
| Dec 2021 | $642.9M | $642.9M | $0 | 7 | 0 |
| Mar 2021 | $642.9M | $642.9M | $0 | 7 | 0 |
| Jun 2020 | $476.1M | $476.1M | $0 | 7 | 0 |
| Jun 2020 | $476.1M | $476.1M | $0 | 7 | 0 |
| Mar 2020 | $476.1M | $476.1M | $0 | 7 | 0 |
| Mar 2020 | $476.1M | $476.1M | $0 | 7 | 0 |
| Jul 2019 | $375.5M | $375.5M | $0 | 7 | 27 |
| Apr 2019 | $375.5M | $375.5M | $0 | 7 | 27 |
| Apr 2019 | $375.5M | $375.5M | $0 | 7 | 27 |
| Mar 2019 | $375.5M | $375.5M | $0 | 7 | 27 |
| Oct 2018 | $342.9M | $342.9M | $0 | 7 | 27 |
| Mar 2018 | $342.9M | $342.9M | $0 | 7 | 27 |
| Nov 2017 | $289.9M | $289.9M | $0 | 7 | 27 |
| Oct 2017 | $289.9M | $289.9M | $0 | 7 | 27 |
| Jun 2017 | $378.7M | $167.9M | $210.8M | 7 | 26 |
| Feb 2017 | $378.7M | $167.9M | $210.8M | 7 | 26 |
| Feb 2017 | $378.7M | $167.9M | $210.8M | 7 | 26 |
| Oct 2016 | $393.4M | $382.6M | $10.9M | 8 | 26 |
| Aug 2016 | $393.4M | $382.6M | $10.9M | 8 | 26 |
| Mar 2016 | $393.4M | $382.6M | $10.9M | 8 | 26 |
| Feb 2016 | $393.4M | $382.6M | $10.9M | 8 | 26 |
| Nov 2015 | $305.8M | $294.9M | $10.9M | 7 | 26 |
| Jun 2015 | $305.8M | $294.9M | $10.9M | 7 | 26 |
| Mar 2015 | $305.8M | $294.9M | $10.9M | 7 | 26 |
| Feb 2014 | $533.3M | $493.1M | $40.1M | 8 | 26 |
| Sep 2013 | $476.9M | $434.5M | $42.4M | 6 | 26 |
| Sep 2013 | $476.9M | $434.5M | $42.4M | 6 | 26 |
| Sep 2013 | $476.9M | $434.5M | $42.4M | 6 | 26 |
| Feb 2013 | $476.9M | $434.5M | $42.4M | 6 | 26 |
| Oct 2012 | $361M | $314.1M | $46.9M | 1 | 11 |
| Mar 2012 | $361M | $314.1M | $46.9M | 1 | 11 |
| Jan 2012 | $347.8M | $295.9M | $51.9M | 1 | 11 |
| Dec 2011 | $382M | $317.1M | $64.9M | 1 | 11 |
| Dec 2011 | $382M | $317.1M | $64.9M | 1 | 11 |
| Jul 2011 | $382M | $317.1M | $64.9M | 5 | -- |
| Mar 2011 | $310.7M | $240.2M | $70.5M | 5 | -- |
| May 2010 | $188.3M | $122.1M | $66.2M | 5 | -- |
| Jan 2010 | $169.9M | $77.8M | $92.1M | 5 | -- |
DateMay 2025
Total AUM$937.7M
Discretionary$937.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$937.7M
Discretionary$937.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$518M
Discretionary$518M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$476.6M
Discretionary$476.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$476.1M
Discretionary$476.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$476.1M
Discretionary$476.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$476.1M
Discretionary$476.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$476.1M
Discretionary$476.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees7
Clients27
DateApr 2019
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees7
Clients27
DateApr 2019
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees7
Clients27
DateMar 2019
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees7
Clients27
DateOct 2018
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees7
Clients27
DateMar 2018
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees7
Clients27
DateNov 2017
Total AUM$289.9M
Discretionary$289.9M
Non-Disc.$0
Employees7
Clients27
DateOct 2017
Total AUM$289.9M
Discretionary$289.9M
Non-Disc.$0
Employees7
Clients27
DateJun 2017
Total AUM$378.7M
Discretionary$167.9M
Non-Disc.$210.8M
Employees7
Clients26
DateFeb 2017
Total AUM$378.7M
Discretionary$167.9M
Non-Disc.$210.8M
Employees7
Clients26
DateFeb 2017
Total AUM$378.7M
Discretionary$167.9M
Non-Disc.$210.8M
Employees7
Clients26
DateOct 2016
Total AUM$393.4M
Discretionary$382.6M
Non-Disc.$10.9M
Employees8
Clients26
DateAug 2016
Total AUM$393.4M
Discretionary$382.6M
Non-Disc.$10.9M
Employees8
Clients26
DateMar 2016
Total AUM$393.4M
Discretionary$382.6M
Non-Disc.$10.9M
Employees8
Clients26
DateFeb 2016
Total AUM$393.4M
Discretionary$382.6M
Non-Disc.$10.9M
Employees8
Clients26
DateNov 2015
Total AUM$305.8M
Discretionary$294.9M
Non-Disc.$10.9M
Employees7
Clients26
DateJun 2015
Total AUM$305.8M
Discretionary$294.9M
Non-Disc.$10.9M
Employees7
Clients26
DateMar 2015
Total AUM$305.8M
Discretionary$294.9M
Non-Disc.$10.9M
Employees7
Clients26
DateFeb 2014
Total AUM$533.3M
Discretionary$493.1M
Non-Disc.$40.1M
Employees8
Clients26
DateSep 2013
Total AUM$476.9M
Discretionary$434.5M
Non-Disc.$42.4M
Employees6
Clients26
DateSep 2013
Total AUM$476.9M
Discretionary$434.5M
Non-Disc.$42.4M
Employees6
Clients26
DateSep 2013
Total AUM$476.9M
Discretionary$434.5M
Non-Disc.$42.4M
Employees6
Clients26
DateFeb 2013
Total AUM$476.9M
Discretionary$434.5M
Non-Disc.$42.4M
Employees6
Clients26
DateOct 2012
Total AUM$361M
Discretionary$314.1M
Non-Disc.$46.9M
Employees1
Clients11
DateMar 2012
Total AUM$361M
Discretionary$314.1M
Non-Disc.$46.9M
Employees1
Clients11
DateJan 2012
Total AUM$347.8M
Discretionary$295.9M
Non-Disc.$51.9M
Employees1
Clients11
DateDec 2011
Total AUM$382M
Discretionary$317.1M
Non-Disc.$64.9M
Employees1
Clients11
DateDec 2011
Total AUM$382M
Discretionary$317.1M
Non-Disc.$64.9M
Employees1
Clients11
DateJul 2011
Total AUM$382M
Discretionary$317.1M
Non-Disc.$64.9M
Employees5
Clients--
DateMar 2011
Total AUM$310.7M
Discretionary$240.2M
Non-Disc.$70.5M
Employees5
Clients--
DateMay 2010
Total AUM$188.3M
Discretionary$122.1M
Non-Disc.$66.2M
Employees5
Clients--
DateJan 2010
Total AUM$169.9M
Discretionary$77.8M
Non-Disc.$92.1M
Employees5
Clients--