Accelerate Investment Advisors LLC
● SEC registered since 2023CRD 325859SEC# 801-127772Aliso Viejo, CA
Reg. AUM
$315.4M
Employees
40
Accounts
905
Location
Aliso Viejo, CA
About Accelerate Investment Advisors
ALKEME Financial positions itself as a "Chief Financial Architect," designing wealth plans around lifestyle, legacy, and freedom rather than numbers alone. Services include wealth management, life and business insurance, retirement and lifestyle planning, and estate planning. Plans are customized rather than one-size-fits-all, with insurance framed as protection for the overall financial structure.
Summary based on the firm’s website.
Accelerate Investment Advisors LLC assets under management
Accelerate Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Aliso Viejo, CA. The firm has been registered since 2023. It reports $315.4 million in regulatory assets under management and employs 40 people.
Accelerate Investment Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Accelerate Investment Advisors LLC Control | Owner/Managing Member | Over 75% | 2023 |
| Christopher M Giovinazzo Control | Ceo | Under 5% | 2023 |
| Stacy RIA Howell Allred | Chief Compliance Officer | Under 5% | 2026 |
| Christopher M Giovinazzo Control | Owner/Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Accelerate Investment Advisors LLC manage?
Accelerate Investment Advisors LLC reports $315.4 million in regulatory assets under management on its Form ADV.
How many employees does Accelerate Investment Advisors LLC have?
Accelerate Investment Advisors LLC reports 40 employees.
Where is Accelerate Investment Advisors LLC located?
Accelerate Investment Advisors LLC is based in Aliso Viejo, CA and has been SEC-registered since 2023.
Does Accelerate Investment Advisors LLC disclose fund performance?
Accelerate Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 |
| Phone | 888-439-7071 |
| Fax | (949) 629-3226 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2035216 |
| Discloses disciplinary history | No |
Regulatory AUM
$315.4M▲ 30%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,369 advisers
EmployeesTop 14%
More than 86% of 16,804 advisers
Assets under management
$315.4Mregulatory AUM
Discretionary $271.4MNon-discretionary $44M