# ACCUVEST GLOBAL ADVISORS, INC.

ACCUVEST GLOBAL ADVISORS, INC. of PROVO, UT is an SEC-registered investment adviser.

## Registration

- CRD: 134096
- Type: SEC-registered investment adviser
- SEC file number: 801-68887
- Location: 3575 N. 100 E., SUITE 350, PROVO, UT, 84604
- Phone: 925-930-2882
- Latest filing: 2026-04-07
- Regulatory AUM: $630.5M
- Discretionary AUM: $630.5M
- Clients: 6
- Accounts: 447

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Bradley Steven Jensen | CHAIRMAN OF THE BOARD | Provo, UT |
| David Jacob Garff | CCO; CEO | — |
| Robert Patton Jensen | BOARD MEMBER | — |
| JENSEN FRED STEVEN | CHAIRMAN OF THE BOARD; OWNER | — |
| ALLEN CRAIG MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| GARFF DAVID JACOB | CCO; CEO; CEO & CHIEF COMPLIANCE OFFICER | — |
| SCHAEFER CHARLES JAMES | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| JENSEN ROBERT PATTON | COO | — |
| HEYMAN CHRISTOPHER SCOTT | OWNER | — |
| CALHOUN JAMES PATRICK | CIO; OWNER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MOSAIC EXODUS 1 LLC | Other Private Fund | Utah | 13 | $18.0M | $250K |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PLEASANT HILL | CA | 1 | 925-930-2882 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134096/similar
- Related entities: https://search.stillhousedata.com/firm/134096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134096

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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.