GOALVEST ADVISORY LLC

CRD 285374File 801-116790

APPROVED

Retail clients

Custody

Filing as of Aug 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$777.6M

Above cohort median (national)

Discretionary AUM

$758.9M

Non-discretionary $18.7M

Clients

487

1,376 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 21, 2019
Principal office: 4 WORLD TRADE CENTER, SUITE 2908, NEW YORK, NY, 10007
Phone: (646) 941-8458
Website: HTTPS://WWW.LINKEDIN.COM/IN/SEVASTI-BALAFAS-CFA-CPWA%C2%AE-0235231/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $777.6M
Discretionary AUM: $758.9M
Non-discretionary AUM: $18.7M
Discretionary accounts: 1,370
Non-discretionary accounts: 6
Total accounts: 1,376
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	39	$96.9M
Charitable organizations	Fewer than 5	$8.9M
High net worth individuals	207	$543.7M
Pooled investment vehicles	4	$27.0M
Individuals (other than high net worth individuals)	236	$101.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.