# Tingey Advisors Inc

> Tingey Advisors Inc is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 107539
- Filed as: TINGEY ADVISORS INC
- Legal name: Cannon Tingey Investment Advisors Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107539
- AdvisorCensus page: https://advisorcensus.com/firm/tingey-advisors-inc-salt-lake-city-ut-107539

## Quick answers

**How is Tingey Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Tingey Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Tingey Advisors Inc charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $295 an hour (Other General Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tingey Advisors Inc located?**
Tingey Advisors Inc's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Tingey Advisors Inc registered with the SEC or a state?**
Tingey Advisors Inc is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 107539.

**How much does Tingey Advisors Inc manage?**
Tingey Advisors Inc reports $477,715,853 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (94% discretionary).

**How have Tingey Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Tingey Advisors Inc: Regulatory assets under management: $298,122,621 in the October 2021 data and $477,715,853 in the October 2026 data, up 60%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tingey Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (231); high net worth individuals (107); pension and profit sharing plans (but not the plan participants or government pension plans) (36).

**Which custodians does Tingey Advisors Inc use?**
Tingey Advisors Inc'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 Tingey Advisors Inc 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/107539

**What changed in Tingey Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $385,013,420 to $477,715,853 (+24%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Hourly rate: $295 an hour (Other General Consulting)

> The fee schedule for services listed above under Other General Consulting is a non-negotiable $295.00 per hour.

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: $477,715,853
- Discretionary: $450,462,360
- Non-discretionary: $27,253,493

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 231 | $56,799,479 |
| High net worth individuals | 107 | $335,381,165 |
| 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) | 36 | $43,782,483 |
| Charitable organizations | 5 | $3,631,154 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 1 | $1,699,561 |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 15 | $36,422,011 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cannontingey.com](https://cannontingey.com)
- [tingeyadvisors.com](https://tingeyadvisors.com)
- [tingeyassociates.com](https://tingeyassociates.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $298,122,621 | 3 | April 1, 2021 |
| October 2022 | $362,377,309 | 3 | March 30, 2022 |
| October 2023 | $340,150,156 | 3 | March 31, 2023 |
| October 2024 | $421,307,907 | 3 | March 29, 2024 |
| October 2025 | $385,013,420 | 5 | June 11, 2025 |
| October 2026 | $477,715,853 | 6 | March 6, 2026 |

Regulatory assets under management: $298,122,621 in the October 2021 data and $477,715,853 in the October 2026 data, up 60%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $385,013,420 to $477,715,853 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tingey Advisors Inc (CRD 107539): Form ADV filing data as of October 2026.