Investment adviser · CRD 134096

ACCUVEST GLOBAL ADVISORS, INC.

Investment adviser filing (IA)

PROVO, UT, United States · Form ADV filed Apr 7, 2026

Regulatory AUM: $630M
Client accounts: 447
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other clients	Fewer than 5	$420,301,015	66.7%
Investment companies	2	$90,844,265	14.4%
Corporations & businesses	32	$72,574,322	11.5%
High-net-worth individuals	27	$45,035,283	7.1%
Individuals	Fewer than 5	$1,697,669	0.3%

Filing source

Form ADV 2092546 · Apr 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MOSAIC EXODUS 1 LLCOther Private Fund · Last reported Apr 7, 2026$18MGross asset value

Fund administrator CERTUS TAX AND ACCOUNTING SERVICES OREM, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-8494123724
Reported beneficial owners: 13
Minimum commitment: $250K

Form ADV 2092546 · Apr 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 7, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

3575 N. 100 E., SUITE 350
PROVO, UT, 84604, United States

CRD 134096

Filing source

Form ADV 2092546 · Apr 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.