Goalvest Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $778M in regulatory assets under management, 10 employees, and 1,376 accounts.
Assets Under Management
$778M
Employees
10
Offices
--
Total Clients
487
Primary office
NEW YORK, NY
4 WORLD TRADE CENTER, SUITE 2908, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.5% of total clients.
Top client categories% of clientsClients
1
Individuals
48.5%
236
2
HNWI
42.5%
207
3
Corporations
8.0%
39
4
Pooled Investment Vehicles
0.8%
4
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$778Mas of March 31, 2026
Discretionary97.6%
$759M
98% of total RAUM97.6%
Non-discretionary2.4%
$19M
2% of total RAUM2.4%
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.
Total AUM$778M
Total Accounts1,376
10Y AUM Change+$744M (+2187.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee49:1
10Y Employee Change+8 (+400.0%)
* 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.