Accuvest Global Advisors, Inc.
- Regulatory AUM
- $630M
- Discretionary
- $630M
- Clients
- 65
- Avg AUM / client
- $9.7M
- Accounts
- 447
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.7M | 0.27% |
| High net worth individuals | 27 | $45.0M | 7.14% |
| Investment companies | 2 | $90.8M | 14.4% |
| Corporations and other businesses | 32 | $72.6M | 11.5% |
| Other | Fewer than 5 clients | $420M | 66.7% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Jacob Garff | Cco | Jan 2005 (22y) | ≈ 18.75% – 50% via Mig Inc. | |
| Calhoun, James, Patrick | Cio | Jan 2024 (3y) | Less than 5% | |
| Jensen, Bradley, Steven | Chairman Of The Board | Jan 2024 (3y) | ≈ 18.75% – 50% via Mig Inc. | |
| Jensen, Robert, Patton | Coo | Jan 2024 (3y) | ≈ 18.75% – 50% via Mig Inc. | |
| Eric Michael Clark | Registered representative | Aug 2017 (9y) | ||
| Jens Jensen | Registered representative | Jul 2021 (5y) | ||
| Max Russo | Registered representative | Dec 2024 (2y) | ||
| Matthew Cole Evans | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mig Inc. | Owner | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Jacob Garff: 25% – 50% of Mig Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Jensen, Bradley, Steven: 25% – 50% of Mig Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Jensen, Robert, Patton: 25% – 50% of Mig Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Mosaic Financial $194M (31% of AUM) Apr 2026
- Charles Schwab & Co. $165M (26% of AUM) Apr 2026
- UBS $120M (32% of AUM) Jul 2019
- BNY Mellon $98.2M (10% of AUM) May 2025
- Fifth Third Securities, Inc. $97.7M (19% of AUM) Jan 2024
- Morgan Stanley $91.4M (18% of AUM) Jan 2024
- U.S. Bancorp Advisors, Llc $90.8M (14% of AUM) Apr 2026
- Tradestation Securities, Inc. $76.7M (20% of AUM) Jul 2019
- U.S. Bancorp Investments, Inc. $63.0M (12% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗