Accelerate Investment Advisors Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 325859
· SEC file 801-127772
· Aliso Viejo, CA
· accelerateretirement.com
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ADV data as of Jul 08, 2026
- Regulatory AUM
- $315M
- Discretionary
- $271M
- Clients
- 1,076
- Avg AUM / client
- $293K
- Accounts
- 905
- Employees
- 40
AUM over time
$0
$315M
Dec 2022
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 434 | $145M | 45.9% |
| High net worth individuals | 48 | $115M | 36.3% |
| Pension and profit sharing plans | 577 | $18.4M | 5.83% |
| Corporations and other businesses | 5 | $6.5M | 2.05% |
| Other | 12 | $31.2M | 9.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Patrick Nicks | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Christopher M Giovinazzo | Ceo | Mar 2023 (3y) | ≈ 56.25% – 100% via Accelerate Investment Advisors Llc | |
| Glenn Mark Cassidy | Registered representative | May 2023 (3y) | ||
| Conor Kenneth Weir | Registered representative | CFP | May 2023 (3y) | |
| Eric Carl Carlson | Registered representative | CFP | May 2023 (3y) | |
| Phillip Anthony Matheson | Registered representative | May 2023 (3y) | ||
| Thomas Patrick Freismuth | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| William Zach Friedrich | Registered representative | CFP | May 2023 (3y) | |
| Jared Hollands | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Sophois Sokhom | Registered representative | CFP | May 2023 (3y) | |
| Timothy Christopher Thurston | Registered representative | Jun 2023 (3y) | ||
| Sara Dorothy Johnson | Registered representative | Sep 2023 (3y) | ||
| Lloyd Jon Engleman | Registered representative | Jan 2024 (3y) | ||
| Steven James Heussner | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Stuart Henry Scholten | Registered representative | Jun 2024 (2y) | ||
| Jared Michael Shaft | Registered representative | Oct 2024 (2y) | ||
| John Mc Quade Cole | Registered representative | Oct 2024 (2y) | ||
| Jordan Smith | Registered representative | Nov 2024 (2y) | ||
| Jennifer Borowiec Jones | Registered representative | CFP | Nov 2024 (2y) | |
| Michael Francis Shearon | Registered representative | Nov 2024 (2y) | ||
| Michael Joseph Shearon | Registered representative | CFP | Nov 2024 (2y) | |
| Blair Clark Stientjes | Registered representative | Jan 2025 (2y) | ||
| Ron Scott Kirkpatrick | Registered representative | Jan 2025 (2y) | ||
| Jonathan Joseph Bebe | Registered representative | Feb 2025 (1y) | ||
| Angel Eduardo Rodas Pablo | Registered representative | Sep 2025 (1y) | ||
| Amy Elizabeth Deer | Registered representative | Oct 2025 (1y) | ||
| Edmund Victor Leparskas | Registered representative | CFP | Oct 2025 (1y) | |
| Jeffery Todd Sutton | Registered representative | CFP | Oct 2025 (1y) | |
| Patrick Henry Casserly | Registered representative | Nov 2025 (1y) | ||
| Brian Keith Brummell | Registered representative | Jan 2026 (1y) | ||
| Joseph Denson Biggerstaff | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Accelerate Investment Advisors Llc | Owner/Managing Member | Mar 2023 | 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):
- Christopher M Giovinazzo: 75% – 100% of Accelerate Investment Advisors Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Retirement plans served (41)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Facing History And Ourselves, Inc. 403(b) Plan | Facing History & Ourselves, Inc. | 203 | $37.5M | 07/01/2024 |
| Prime Wheel 401(k) Plan | Prime Wheel Corporation | 698 | $9.2M | 04/01/2024 |
| Mhala 403(b) Plan | Mental Health America Of Los Angeles | 510 | $13.4M | 01/01/2024 |
| Main Electric Supply Co. Savings And Investment Plan | Main Electric Supply Company Llc | 741 | $44.4M | 01/01/2024 |
| Riverside Dental Group And Dental Associate Offices 401(k) Plan | Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I | 114 | $5.6M | 01/01/2024 |
| Mangan, Inc. 401(k) Profit Sharing Plan And Trust | Mangan, Inc. | 375 | $85.8M | 01/01/2024 |
| Kobelco Compressors America, Inc. Profit Sharing 401(k) Plan | Kobelco Compressors America, Inc. | 121 | $14.3M | 01/01/2024 |
| Alliance Funding Group, Inc. 401(k) Plan | Alliance Funding Group, Inc. | 151 | $10.6M | 01/01/2024 |
| Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan | Samuelsen, Gonzalez, Valenzuela & Brown Llp | 82 | $16.0M | 01/01/2024 |
| Jamboree Housing Corporation Erisa 403(b) Plan | Jamboree Housing Corporation | 149 | $9.8M | 01/01/2024 |
| The Hollywood Roosevelt Hotel 401(k) Plan | Roosevelt Hotel Llc | 357 | $9.6M | 01/01/2024 |
| Delta Health Systems 401(k) Profit Sharing Plan | Wm. Michael Stemler, Inc. Dba Delta Health Systems | 84 | $11.6M | 01/01/2024 |
| Amvets Department Of California Service Foundation 401(k) Plan | Amvets Department Of California Service Foundation | 151 | $1.4M | 01/01/2024 |
| Tryon Medical Partners 401(k) Retirement Plan | Tryon Medical Partners, Pllc | 454 | $52.5M | 01/01/2024 |
| Triple H Food Processors, Llc 401(k) Profit Sharing Plan | Triple H Food Processors, Llc | 213 | $5.2M | 01/01/2024 |
| Cayuse Llc 401(k) Plan | Cayuse Llc | 117 | $10.4M | 01/01/2024 |
| Mission Cloud Services, Inc. 401(k) Plan | Mission Cloud Services, Inc. | 190 | $18.6M | 01/01/2024 |
| Suss Microtec, Inc 401(k) Plan | Suss Microtec, Inc. | 79 | $21.4M | 01/01/2024 |
| Browning 401(k) Savings Plan | Dick Browning, Inc. | 636 | $31.0M | 01/01/2024 |
| The 401(k) Profit Sharing Plan Of Social Model Recovery Systems, Inc. | Social Model Recovery Systems, Inc. | 258 | $4.0M | 01/01/2024 |
| Choice Pooled Employer Plan Ii | Administrative Group, Llc Dba Transamerica Fiduciary Services | 0 | $0 | 01/01/2024 |
| Rick Engineering 401(k) Retirement Savings Plan | Rick Engineering Company | 394 | $63.0M | 01/01/2024 |
| Mocean Retirement Plan | Mocean, Llc | 163 | $25.3M | 01/01/2024 |
| Path Corporation 403(b) Plan | Path | 1,098 | $16.6M | 01/01/2024 |
| Ruhnau Clarke Architects 401(k) Ps Plan | Ruhnau Clarke Architects | 94 | $11.6M | 01/01/2024 |
Top 25 of 41 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.16 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $157M (50% of AUM) Jul 2026
- Charles Schwab & Co. $131M (41% of AUM) Jul 2026
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: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗