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GEOVEST ADVISORS INC
CRD 105906File 801-31544
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.9M
Bottom 25% of cohort (national)
Discretionary AUM
$143.5M
Non-discretionary $4.4M
Clients
150
244 accounts
Employees
6
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 24, 1988
- Principal office
- 245 WILLOWBROOK OFFICE PARK, 1451 PITTSFORD VICTOR RD, FAIRPORT, NY, 14450-4221
- Phone
- 585-248-5050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.9M
- Discretionary AUM
- $143.5M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 239
- Non-discretionary accounts
- 5
- Total accounts
- 244
- AUM per client
- $986K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.6M |
| High net worth individuals | 62 | $118.1M |
| Pension and profit sharing plans | Fewer than 5 | $660K |
| Individuals (other than high net worth individuals) | 88 | $25.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.