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| Accelerate Investment Advisors LLC
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|---|---|
| CRD # | 325859 |
| SEC # | 801-127772 |
| CIK # | 0002035216 |
| AUM | 315.4 M (2026-06-05) |
| Employees | 40 (78% Investors, 5% Brokers) |
| Phone | 888-439-7071 |
| Address | 120 Vantis Dr, Suite 330 Aliso Viejo, CA 92656 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Amazon Com Inc | 3.2 | ||
| Nvidia Corp | 2.7 | ||
| Texas Pacific Land Corp | 2.6 | ||
| Microsoft Corp | 1.8 | ||
| SPDR Gold Trust | 1.2 | ||
| Tesla Motors Inc | 1.0 | ||
| Broadcom Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 434 | 144.7 |
| (b) Individuals (high net worth individuals) | 48 | 114.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 577 | 18.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.5 |
| (n) Other | 12 | 31.2 |
| Total | 905 | 315.4 |
| By Discretionary | ||
| Discretionary | 861 | 271.4 |
| Non-Discretionary | 44 | 44.0 |
| Total | 905 | 315.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 314.9 | |
| Total | 905 | 315.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035216] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 562 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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