Overview
Assets Under Management: $148 million
Headquarters: FAIRPORT, NY
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
GEOVEST ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105906), GEOVEST ADVISORS INC is subject to fiduciary duty under federal law.
GEOVEST ADVISORS INC is headquartered in FAIRPORT, NY.
GEOVEST ADVISORS INC serves 62 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, GEOVEST ADVISORS INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GEOVEST ADVISORS INC manages $148 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, GEOVEST ADVISORS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 244
Discretionary Accounts: 239
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 105906
Filing ID: 2060099
Last Filing Date: 2026-02-27 14:23:28