# Acute Investment Advisory

> Acute Investment Advisory is an SEC-registered investment advisory firm in Mesa, AZ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 170368
- Filed as: ACUTE INVESTMENT ADVISORY
- Legal name: Acute Investment Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170368
- AdvisorCensus page: https://advisorcensus.com/firm/acute-investment-advisory-mesa-az-170368

## Quick answers

**How is Acute Investment Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Acute Investment Advisory reports these compensation arrangements: a percentage of assets under its management; other.

**What does Acute Investment Advisory's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Up to $500,000: 1.3% a year; $500,000 to $1,000,000: 1.25% a year; Above $1,000,000: 1.2% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Acute Investment Advisory located?**
Acute Investment Advisory's principal office is in Mesa, AZ, according to its Form ADV; the March 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Acute Investment Advisory registered with the SEC or a state?**
Acute Investment Advisory is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 170368.

**How much does Acute Investment Advisory manage?**
Acute Investment Advisory reports $238,432,347 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Acute Investment Advisory's assets and staff changed since 2022?**
In the Form ADV data for Acute Investment Advisory: Regulatory assets under management: $194,516,244 in the October 2022 data and $238,432,347 in the October 2026 data, up 23%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acute Investment Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (728); high net worth individuals (59).

**Which custodians does Acute Investment Advisory use?**
Acute Investment Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Acute Investment Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170368

**Does Acute Investment Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "We provide advisory services to a variety of types of clients including individuals, trusts, individual’s pension plan accounts, and retirement plan trustees. We do not currently impose a minimum account size requirement."

**What changed in Acute Investment Advisory's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $200,340,217 to $238,432,347 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Up to $500,000: 1.3% a year
- $500,000 to $1,000,000: 1.25% a year
- Above $1,000,000: 1.2% a year

> At this time, our fees are based on the following blended fee schedule: Assets Under Management Advisory Fee First $500,000 1.30% Next $500,000 1.25% over $1,000,000 1.20%

- Account minimum: None

> We provide advisory services to a variety of types of clients including individuals, trusts, individual’s pension plan accounts, and retirement plan trustees. We do not currently impose a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,432,347
- Discretionary: $238,432,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 728 | $159,477,473 |
| High net worth individuals | 59 | $78,954,874 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Peoria, AZ
- Phoenix, AZ
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- acutewealthadvisors.com
- successinthenewretirement.com
- Facebook @ACUTEWEALTHADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $194,516,244 | 3 | June 22, 2022 |
| October 2023 | $186,146,603 | 3 | July 11, 2023 |
| October 2024 | $222,628,418 | 3 | January 17, 2024 |
| October 2025 | $200,340,217 | 3 | March 3, 2025 |
| October 2026 | $238,432,347 | 4 | February 10, 2026 |

Regulatory assets under management: $194,516,244 in the October 2022 data and $238,432,347 in the October 2026 data, up 23%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $200,340,217 to $238,432,347 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acute Investment Advisory (CRD 170368): Form ADV filing data as of October 2026.