# SUREVEST INC.

SUREVEST INC. of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 122369
- Type: SEC-registered investment adviser
- SEC file number: 801-112653
- Location: 2425 E. CAMELBACK ROAD, SUITE 890, PHOENIX, AZ, 85016
- Phone: 480-272-7116
- Latest filing: 2020-01-24
- Regulatory AUM: $382.1M
- Discretionary AUM: $355.7M
- Non-discretionary AUM: $26.3M
- Clients: 10
- Accounts: 772

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| LUNA ROBERT J | CHIEF EXECUTIVE OFFICER,  CHIEF INVESTMENT OFFICER, AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122369/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122369/similar
- Related entities: https://search.stillhousedata.com/firm/122369/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122369

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.