Adviser Profile

As of Date 03/29/2026
Registration SEC, Approved, 01/03/2012
ADV Location COTTONWOOD HEIGHTS, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 520,231,740 29%
of that, discretionary 0
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 9,289,853 -79%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

520M 446M 372M 297M 223M 149M 74M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name SANVILLE & COMPANY, LLC Filing Date08/21/2025 Form ADV-E View Report
Accounting Firm Name SANVILLE & COMPANY, LLC Filing Date12/02/2024 Form ADV-E View Report
Accounting Firm Name SANVILLE & COMPANY Filing Date11/07/2023 Form ADV-E View Report

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Brochure Summary