Acute Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acute Investment Advisory serves a mix of individual and high-net-worth clients, as well as trusts and retirement plan accounts, offering discretionary and non-discretionary portfolio management and referrals to third‑party advisers. The firm reports approximately $238.4 million in discretionary assets under management for about 787 clients and generally charges percentage‑of‑AUM fees for portfolio management.
The firm tailors advice to client goals and typically implements strategies using exchange‑traded funds, while also maintaining access to a broader set of instruments including exchange‑listed equities, options contracts, structured notes, and private equity where appropriate. AIA frequently uses model portfolios and sub‑advisers for allocation, trading and back‑office support, monitors and rebalances accounts, and offers held‑away account management through an aggregation service (Pontera).
What stands out about AIA relative to many peers is its client servicing scale — roughly 200+ clients per advisor (about 787 clients across four advisors) — and its explicit use of derivatives and complex instruments within separately managed accounts, including options, leveraged/inverse and buffer ETFs and structured notes. The firm’s operational model leans on third‑party models, custodial and technology relationships to support that client load, and several principals also act as licensed insurance agents, a practice the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.20%
Insurance commissions earned by certain associated persons in addition to advisory fees.
Main office
4856 East Baseline Road, # 104
Mesa AZ 85206
Advisors at this office
4
Most active in
Arizona · Colorado · Louisiana · Texas
Also doing business as
Acute Investment Advisory · Acute Investment Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Damon R
Series 65
Mesa, AZ
Acute Investment Advisory
Damon Roberts is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Prior to that, he has been involved with Acute Financial since 2001. Acute Investment Advisory provides discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm manages approximately $200 million across 666 client relationships and employs an ETF-centric investment approach with the use of derivatives and structured products.
Reed N
Series 65
Mesa, AZ
Acute Investment Advisory
Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.
Matthew D
Series 65
Mesa, AZ
Acute Investment Advisory
Matthew Deaton is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.
Abbey B
Series 66
Mesa, AZ
Acute Investment Advisory
Abbey Brennan is a financial advisor at Acute Investment Advisory in Mesa, AZ, holding a Series 66 designation with 13 years of industry experience. She has been with Acute Investment Advisory since 2015. Brennan holds an inactive real estate license in Arizona. Acute Investment Advisory manages approximately $200 million across over 660 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach supplemented by a range of securities and uses sub-advisers and third-party model portfolios for support.
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