Headinvest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, ME. Its latest Form ADV filing, dated March 19, 2026, reports $892M in regulatory assets under management, 13 employees, and 1,107 accounts.
Assets Under Management
$892M
Employees
13
Offices
--
Total Clients
445
Primary office
PORTLAND, ME
7 CUSTOM HOUSE ST, 4TH FLOOR, PORTLAND, ME, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.4% of total clients.
Top client categories% of clientsClients
1
HNWI
72.4%
322
2
Individuals
22.7%
101
3
Charitable
4.7%
21
4
Government
0.2%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$892Mas of March 19, 2026
Discretionary100.0%
$892M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$892M
Total Accounts1,107
10Y AUM Change+$366M (+69.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee34:1
10Y Employee Change+3 (+30.0%)
* 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.