FAIRPORT, NYCRD 105906Latest ADV February 27, 2026
Geovest Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Fairport, NY. Its latest Form ADV filing, dated February 27, 2026, reports $148M in regulatory assets under management, 6 employees, and 244 accounts.
Assets Under Management
$148M
Employees
6
Offices
--
Total Clients
150
Primary office
FAIRPORT, NY
245 WILLOWBROOK OFFICE PARK, 1451 PITTSFORD VICTOR RD, FAIRPORT, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.7% of total clients.
Top client categories% of clientsClients
1
Individuals
58.7%
88
2
HNWI
41.3%
62
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 27, 2026
Discretionary97.0%
$143M
97% of total RAUM97.0%
Non-discretionary3.0%
$4M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$148M
Total Accounts244
10Y AUM Change$-53M (-26.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.