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Acentus Group L.L.C.

Updated today

Client assets under management

$0

Clients

1

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

$0

About

Acentus Group provides discretionary portfolio management to high‑net‑worth individuals, trusts, businesses, other investment advisers, and pension or profit‑sharing plans. The firm does not target typical retail (non‑high‑net‑worth) individual clients and, at registration, reported no assets under management.

The firm relies on a proprietary investment model that seeks to identify emerging equity “micro‑themes” and builds long positions expected to benefit from those trends while also taking short positions to hedge market, industry, or style risk; it may use margin, options, and ETFs as part of its implementation. Many positions are held for short periods (with a majority of holdings held less than one month), which can produce relatively high portfolio turnover and transaction activity.

Compared with many independent advisers, Acentus also manages institutional accounts in addition to high‑net‑worth clients, and it uses performance‑based compensation arrangements that require clients to meet qualification standards. Investment outcomes are described as depending substantially on the firm’s principal investment professional and on third‑party information, and the firm manages accounts on a discretionary basis and votes proxies for client securities.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

1.5% annually, billed quarterly in advance

Performance-based

20% of profits (performance fee) after one full year, calculated quarterly

Other

Account minimum: $1,000,000 (may be waived at discretion)

Main office location

Acentus Group L.L.C.

Woodland Hills UT, United States

Number of offices

1

Most active in

Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph A

Series 65

Woodland Hills, UT

Acentus Group L.L.C.

Joseph Adams is the sole advisor at Acentus Group L.L.C. in Woodland Hills, Utah, holding a Series 65 designation with eight years of industry experience. He has been self-employed since 2002. Outside of his advisory work, Adams owns and manages VikingBlue LLC, a company that provides accounting services to clients. Acentus Group offers discretionary portfolio management primarily to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm employs a proprietary investment model focused on emerging equity micro-themes, utilizing both long and short positions along with margin, options, and ETFs, and manages accounts on a discretionary basis including institutional clients.

Options & derivatives strategies Active portfolio management
user avatar

John W

Series 63, Series 65, Series 66

American Fork, UT

Acentus Group L.L.C.

John Wagner is a financial advisor at Acentus Group L.L.C. with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Dynamic Wealth Advisors, Yellowstone Partners, Llc, and Transcend Capital. Outside of advising, Wagner serves as CFO for RJM Design, a company specializing in the design, construction, and installation of trade show booths. Acentus Group provides discretionary portfolio management to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm uses a proprietary investment model focused on emerging equity micro-themes, employing both long and short positions with tools such as margin, options, and ETFs, and manages both institutional and high-net-worth accounts on a discretionary basis.

Options & derivatives strategies Active portfolio management
user avatar

Jonathan F

Series 63, Series 65

Woodland Hills, UT

Acentus Group L.L.C.

Jonathan Ferrell is the principal advisor at Acentus Group L.L.C. in Woodland Hills, UT, holding Series 63 and Series 65 credentials with 19 years of industry experience. His work history includes roles at Social Finance Inc., Ancestry, Overstock.com, and SkyRocket Media LLC. Acentus Group provides discretionary portfolio management primarily to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm employs a proprietary investment model focused on emerging equity micro-themes, utilizing both long and short positions along with margin, options, and ETFs, and manages accounts on a discretionary basis including institutional clients.

Options & derivatives strategies Active portfolio management
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