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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

ACCUVEST GLOBAL ADVISORS, INC.

CRD 134096

PROVO, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6f31f162-24f5-5291-fbae-5ecf29e0d40f

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 7
On other graphs: 1
Observed: Dec 15, 2011 to Apr 7, 2026
48 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Accuvest Global Advisors, Inc.

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.07 fund_share=0.14 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $630MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $630M
Private client RAUM: $46.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 447
Individual clients: 4
High net worth clients: 27
Private funds: 1Schedule D 7.B(1)
SEC number: 801-68887
CIK: 1497637
CRD: 134096
Filings on the tape: 48
First filed: Dec 15, 2011
Latest filed: Apr 7, 2026
Organised: Corporation, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID JACOB GARFF	n/a	WALNUT CREEK, CA	21	33	3	no
ERIC MICHAEL CLARK	n/a	Walnut Creek, CA	9	31	5	yes
Jens Jensen	n/a	PROVO, UT	5	10	n/a	no
MAX RUSSO	n/a	PROVO, UT	1	14	1	no
Matthew Cole Evans	n/a	PROVO, UT	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GARFF, DAVID, JACOB	Ceo	C	yes	01/2024	Dec 15, 2011	Jan 26, 2024
GARFF, DAVID, JACOB	Cco	Na	yes	01/2005	Dec 15, 2011	Jan 26, 2024
JENSEN, BRADLEY, STEVEN	CHAIRMAN OF THE BOARD	C	yes	01/2024	Sep 10, 2013	Jan 26, 2024
JENSEN, ROBERT, PATTON	Coo	C	yes	01/2024	Jan 26, 2024	Jan 26, 2024
MIG INC.	Owner	E	yes	01/2024	Jan 26, 2024	Jan 26, 2024
CALHOUN, JAMES, PATRICK	Cio	Na	no	01/2024	Mar 18, 2022	Jan 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOSAIC FINANCIAL	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PLEASANT HILL	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$630M	$630M	6	4	1	1	n/a
2024	Mar 25, 2025	$938M	$938M	6	4	1	n/a	n/a
2023	Jan 26, 2024	$518M	$518M	6	4	1	n/a	n/a
2022	Mar 20, 2023	$477M	$477M	6	4	1	n/a	n/a
2021	Mar 29, 2021	$643M	$643M	7	5	1	n/a	n/a
2020	Mar 30, 2020	$476M	$476M	7	5	0	n/a	n/a
2019	Mar 29, 2019	$376M	$376M	7	6	0	n/a	n/a
2018	Mar 2, 2018	$343M	$343M	7	6	0	n/a	n/a
2017	Feb 17, 2017	$379M	$168M	7	6	n/a	n/a	n/a
2016	Feb 22, 2016	$393M	$383M	8	7	n/a	n/a	n/a
2015	Mar 2, 2015	$306M	$295M	7	6	n/a	n/a	n/a
2014	Feb 4, 2014	$533M	$493M	8	6	n/a	n/a	n/a
2013	Feb 1, 2013	$477M	$435M	6	5	n/a	n/a	n/a
2012	Mar 9, 2012	$361M	$314M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$630M	$938M	-32.8%	$477M	9.8%	6	6	1	1

Relationships

Registered with (8)

← Matthew Cole EvansAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← MAX RUSSOAdvisorregistration: current employment
Dec 5, 2024 to presentfactForm ADV
← Jens JensenAdvisorregistration: current employment
Jul 22, 2021 to presentfactForm ADV
← ERIC MICHAEL CLARKAdvisorregistration: current employment
Aug 10, 2017 to presentfactForm ADV
← DAVID JACOB GARFFAdvisorregistration: current employment
Jul 21, 2005 to presentfactForm ADV
← CHRISTOPHER SCOTT HEYMANAdvisorregistration: previous registration
Dec 23, 2009 to Aug 1, 2022factForm ADV
← Dustin BlodgettAdvisorregistration: previous registration
Dec 22, 2012 to May 4, 2018factForm ADV
← DAVID MATTHEW ALLENAdvisorregistration: previous registration
Oct 17, 2008 to Apr 29, 2016factForm ADV

Controls (4)

← JENSEN, BRADLEY, STEVENOwnerCHAIRMAN OF THE BOARD, ownership code C, individual
Sep 10, 2013 to Jan 26, 2024factForm ADV
← JENSEN, ROBERT, PATTONOwnerCOO, ownership code C, individual
Jan 26, 2024 to Jan 26, 2024factForm ADV
← GARFF, DAVID, JACOBOwnerCEO, ownership code C, individual
Dec 15, 2011 to Jan 26, 2024factForm ADV
← MIG INC.OwnerOWNER, ownership code E, domestic entity
Jan 26, 2024 to Jan 26, 2024factForm ADV

Owns (1)

← CALHOUN, JAMES, PATRICKOwnerCIO, ownership code NA, individual
Mar 18, 2022 to Jan 26, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Accuvest Global Advisors, Inc. reported RAUM $630.5M, down 33% from $937.7M (2025-05-05 to 2026-03-27)
Form ADVobserved 6 days ago
$-307M
Occurred
Mar 25, 2025
Regulatory AUM changed
Accuvest Global Advisors, Inc. reported RAUM $937.7M, up 81% from $518.0M (2024-01-26 to 2025-03-25)
Form ADVobserved 6 days ago
$420M
Occurred
Jan 26, 2024
Control person joined
Steven Bradley Jensen (Chairman Of The Board) appeared on Schedule A of Accuvest Global Advisors, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 26, 2024
Control person joined
Patton Robert Jensen (Coo) appeared on Schedule A of Accuvest Global Advisors, Inc.
Form ADVobserved 6 days ago
Occurred
Aug 1, 2022
Advisor changed firm
Christopher Scott Heyman left Accuvest Global Advisors, Inc. for Rovin Capital (registered 2023-04-24)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Accuvest Global Advisors, Inc. reported RAUM $642.9M, up 35% from $476.1M (2020-06-24 to 2021-03-29)
Form ADVobserved 6 days ago
$167M
Occurred
Mar 30, 2020
Regulatory AUM changed
Accuvest Global Advisors, Inc. reported RAUM $476.1M, up 27% from $375.5M (2019-07-30 to 2020-03-30)
Form ADVobserved 6 days ago
$101M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f31f162-24f5-5291-fbae-5ecf29e0d40f
First observed: Dec 15, 2011
Last observed: Apr 7, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCUVEST GLOBAL ADVISORS, INC.

CRD 134096

PROVO, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6f31f162-24f5-5291-fbae-5ecf29e0d40f

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID JACOB GARFF

n/a

WALNUT CREEK, CA

ERIC MICHAEL CLARK

n/a

Walnut Creek, CA

yes

Jens Jensen

n/a

PROVO, UT

n/a

MAX RUSSO

n/a

PROVO, UT

Matthew Cole Evans

n/a

PROVO, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GARFF, DAVID, JACOB

Ceo

yes

01/2024

Dec 15, 2011

Jan 26, 2024

GARFF, DAVID, JACOB

Cco

yes

01/2005

Dec 15, 2011

Jan 26, 2024

JENSEN, BRADLEY, STEVEN

CHAIRMAN OF THE BOARD

yes

01/2024

Sep 10, 2013

Jan 26, 2024

JENSEN, ROBERT, PATTON

Coo

yes

01/2024

Jan 26, 2024

MIG INC.

Owner

yes

01/2024

Jan 26, 2024

CALHOUN, JAMES, PATRICK

Cio

01/2024

Mar 18, 2022

Jan 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOSAIC FINANCIAL

n/a

City

State

Country

Employees

Also broker-dealer

PLEASANT HILL

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$630M

n/a

2024

Mar 25, 2025

$938M

n/a

2023

Jan 26, 2024

$518M

n/a

2022

Mar 20, 2023

$477M

n/a

2021

Mar 29, 2021

$643M

n/a

2020

Mar 30, 2020

$476M

n/a

2019

Mar 29, 2019

$376M

n/a

2018

Mar 2, 2018

$343M

n/a

2017

Feb 17, 2017

$379M

$168M

n/a

2016

Feb 22, 2016

$393M

$383M

n/a

2015

Mar 2, 2015

$306M

$295M

n/a

2014

Feb 4, 2014

$533M

$493M

n/a

2013

Feb 1, 2013

$477M

$435M

n/a

2012

Mar 9, 2012

$361M

$314M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$630M

$938M

-32.8%

$477M

9.8%