Acute Investment Advisory, LLC (“AIA” or the “firm”) is a registered investment adviser based in Phoenix, Arizona. We are a limited liability company under the laws of the State of Arizona. AIA was created in 2014 and registered as an investment advisor in 2014 and is owned by its two principals, Matthew Deaton and Damon Roberts. The following paragraphs describe our services. Also, you may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, and all individuals providing investment advice on behalf of our firm. Such persons must register are properly registered as investment adviser representatives in required jurisdictions. Currently, we offer the following investment advisory services:
• Portfolio Management Services
• Third Party Advisory Services Portfolio Management Services Our firm offers discretionary and non-discretionary portfolio management services. Discretionary portfolio management services means that once the portfolio has been agreed upon, the ongoing supervision and management of the portfolio will be our responsibility. This allows our firm to decide on specific securities, the quantity of the securities and placing buy or sell orders for your account without obtaining your approval for each transaction. This type of authorization is granted to us either in the Investment Management Agreement you sign with our firm, a limited power of attorney agreement, or trading authorization forms. You may limit this authority by setting a limit on the type of securities that can be purchased for your account. Simply provide us with your restrictions or guidelines in writing. The non-discretionary portfolio management service means that we must obtain your approval prior to making any transactions in your account. Our investment advice is tailored to meet our clients’ needs and investment objectives. If you decide to hire our firm to manage your portfolio, we will meet with you to gather your financial information, determine your goals, and decide how much risk you should take in your investments. The information we gather will help us implement an asset allocation strategy that will be specific to your goals, whether we are actively investing for you or simply providing you with advice. AIA primarily uses exchange traded funds in its portfolios. However, where deemed appropriate, we may also invest in exchange listed equities, American Depository Receipts, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual funds, U.S. Government securities, options contracts on securities and/or commodities, private equity instruments, structured notes, and interests in partnership investing in real estate. Additionally, will provide advice on existing investments you may hold at the inception of the advisory relationship or on other types of investments for which you ask advice. Use of Sub Advisers In some cases, our asset allocation and advisory services are offered in conjunction with a sub adviser. The sub adviser assists our firm with back-office support, billing, report preparation, and/or trading. We use model portfolios developed by our firm, the sub adviser and/or other model providers that are properly registered as investment advisers or are exempt from registration requirements. These other investment advisers are responsible for services, such as research and security selection within model portfolios, reporting, day-to-day trading, billing calculation, and/or other back-office operations. AIA is responsible for the supervision of the account, portfolio reallocations and rebalancing, and ongoing client interaction and servicing. At this time, AIA uses the following sub advisers:
• Brookstone Capital Management, LLC (CRD#141413): Brookstone Capital Management, LLC gives us access to its proprietary portfolio models, models provided by other investment advisers and models developed by our firm. All disclosure information about these entities is available on the SEC’s public disclosure site, www.adviserinfo.sec.gov. All clients will be provided with a current copy of Brookstone Capital Management, LLC’s Form ADV Part 2 Brochure at the inception of services. This document provides important disclosures about Brookstone Capital Management, LLC’s services, portfolio models, fees, conflicts of interest, disciplinary history (if any), and other important information that would help clients understand the scope of sub advisory services provided by Brookstone Capital Management, LLC.
• Prostatis Financial Advisors Group (CRD#132662): Prostatis Financial Advisors Group gives us access to Fidelity Institutional’s custodial platform and assists our firm

with billing and report preparation. All disclosure information about is available on the SEC’s public disclosure site, www.adviserinfo.sec.gov. Management of Held Away Assets As part of our overall portfolio management services, we provide asset allocation review, rebalancing and management services for accounts that are not held in custody of the qualified custodian(s) recommended by our firm. These services are provided through an account aggregation service called Pontera (formerly FeeX). The service primarily applies to ERISA and non-ERISA plan assets such as 401(k)s and 403(b)s, and other assets that must be held in custody of the plan custodian(s). We regularly review the available investment options in these accounts, monitor them, and periodically rebalance and implement our strategies using different tools as necessary. If you elect to allow our firm to manage your assets through Pontera, you will be notified via email when AIA places trades through Pontera. We will monitor your portfolio’s performance on a continuous basis, and rebalance the portfolio whenever necessary, as changes occur in market conditions, your financial circumstances, or both. Selection of Third-Party Investment Advisers AIA has entered into agreements with various other third-party investment advisers for the provision of certain investment advisory services. Factors considered in the selection of a third-party adviser include but may not be limited to: i) AIA’s preference for a particular third-party adviser; ii) the client’s risk tolerance, goals and objectives, as well as investment experience; and, iii) the amount of client assets available for investment. In order to assist clients in the selection of a third-party adviser, an Associated Person of AIA will typically gather information from the client about the client’s financial situation, investment objectives, and reasonable restrictions the client wants imposed on the management of the account. The third-party adviser customizes the client's portfolio by blending traditional investment strategies with an allocation to asset classes. The investment strategy adopted by the third-party adviser may embrace value, growth, or contrarian investing styles. Generally, securities transactions will be decided upon and executed by the third-party adviser on a discretionary basis. This means that the manager selected will have the ability to buy and sell securities in your account without obtaining your approval. AIA and its Associated Persons will not manage, or obtain discretionary authority over the assets in accounts participating in these programs; however, clients may grant AIA the discretionary authority to hire and fire such third party managers. Generally, clients may not impose restrictions on investing in certain securities or types of securities in accounts managed by a third-party adviser. Associated Persons of AIA will periodically review reports provided to the client. An Associated Person of AIA will contact the client at least annually, or more often as agreed upon with each client, to review the client’s financial situation and objectives, communicate information to the third-party adviser managing the account as necessary, and to assist the client in understanding and evaluating the services provided by the third-party adviser. Clients will be expected to notify AIA of any changes in their financial situation, investment objectives, or account restrictions. The third-party adviser may offer wrapped or non-wrapped pricing options. Wrap pricing structures allow the client to pay an all-inclusive fee for management, brokerage, clearance, custody, and administrative services. In a non-wrap pricing structure, the third-party adviser’s fee may be separated from the advisory fee charged by AIA. Transaction costs may also be charged for the execution and clearance of advisory transactions directed by such third-party adviser. A complete description of the programs and services provided, the amount of total fees, the payment structure, termination provisions and other aspects of each program are detailed and disclosed in: i) the third-party adviser’s Form ADV Part 2A; ii) the program wrap brochure (if applicable) or other applicable disclosure documents; iii) the disclosure documents of the portfolio manager(s) selected; or, iv) the third-party adviser’s account opening documents. A copy of all relevant disclosure documents of the third-party adviser and of the individual portfolio manager(s) will be provided to anyone interested in these programs/managers. Wrap Fee Programs We do not sponsor or manage any wrap fee programs. Assets Under Management As of March 3, 2023, we manage approximately $184,625,367 in client assets on a discretionary basis and approximately $1,521,236 in client assets on a non-discretionary basis.