Geovest Advisors Inc
Geovest Advisors Inc is an SEC-registered mass-market adviser in Fairport, NY with $147.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Geovest Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105906, SEC 801-31544, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $147.9M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Fairport, NY
- Employees
- 6
- Clients
- 150
- CRD
- 105906
- Ownership
- UPSON, DAVID, JAMES; WAGNER, NANCY, MARIE; SCHWINGEL, KATHLEEN, E.; REEVES, ROBERT, EDGAR; KRUG, MICHELE, RENEE
How much AUM does Geovest Advisors Inc have?
Geovest Advisors Inc reported $147.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Geovest Advisors Inc?
Disclosed owners and executives of Geovest Advisors Inc include UPSON, DAVID, JAMES, WAGNER, NANCY, MARIE, SCHWINGEL, KATHLEEN, E., REEVES, ROBERT, EDGAR, KRUG, MICHELE, RENEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.