|
⚲
|
| Keyboard |
| GeoVest Advisors Inc
✚
|
|
|---|---|
| CRD # | 105906 |
| SEC # | 801-31544 |
| CIK # | |
| AUM | 147.9 M (2026-02-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 585-248-5050 |
| Address | 245 Willowbrook Office Park Fairport, NY 14450-4221 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 25.4 |
| (b) Individuals (high net worth individuals) | 62 | 118.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 244 | 147.9 |
| By Discretionary | ||
| Discretionary | 239 | 143.5 |
| Non-Discretionary | 5 | 4.4 |
| Total | 244 | 147.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.9 | |
| Total | 244 | 147.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Skyline Financial Northwest LLC
✚
|
OR | 148.3 M |
|
Quorus Inc
✚
|
CT | 148.2 M |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 148.1 M |
|
Broadwing Capital Advisors Inc
✚
|
CA | 148.0 M |
|
AXIA Wealth Management Inc
✚
|
OR | 148.0 M |
|
Paller Financial Services Inc
✚
|
CO | 147.9 M |
|
Fairfax Global Investment Management LLC
✚
|
147.7 M | |
|
Plan2Thrive Financial LLC
✚
|
IA | 147.5 M |
|
Stembrook Asset Management LLC
✚
|
NJ | 147.5 M |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 147.5 M |