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Geovest Advisors INC

Geovest Advisors INC. CRD 105906

Geovest Advisors INC logo

CRD: 105906

Geovest Advisors INC

Fairport, NY, 14450
5852485050
geovestadvisors.com
$147.9M Total AUM
$143.5M Disc. AUM
12.3% 3Y CAGR
6 Employees
150 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Momentum summit
Established Date
12-01-1987
Office Locations
1

Office Locations

245 Willowbrook Office Park 1451 Pittsford Victor RD Fairport NY

About Geovest Advisors INC

GeoVest Advisors is an SEC-registered, fee-based investment advisor managing bespoke portfolios of marketable stocks, bonds, and money-market instruments. The firm provides active equity, fixed income, and balanced mandates, plus insurance/financial-institution portfolio management and consulting (policy support, board-level economic trend discussions, reporting). Clients include institutions, charities, pensions, and individual retirement/personal accounts, informed by proprietary industry models and macro/cycle analysis.

Team overview

-- AVG AGE
$24.6M AVG AUM / ADVISOR
$985.7K AVG AUM / CLIENT
25.7 yrs AVG TENURE
6 Employees
6 Advisory Reps
0 RIA Reps
38yrs Firm Age

Insights

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Asset Classes

Frontier Capital Capital oak Unison crest Pioneer oak Oak vertex Vector Peak Element value

Custodian

Quantum glacier Value Summit Element Timber Signal alpha Ember quantum

Fund Managers

Pathway

Investment Themes

Value Harbor

Investment Vehicles

North Foundation timber

Services

Vertex Capital Alpha horizon Focus

Technology

Meridian quantum

Owner & Executives

R

ROBERT EDGAR REEVES

President

CRD
--
Ownership
50% but less than 75%
(252) 419-8906
summit.harbor@timbercapital.com
in linkedin.com/in/focus-element
D

DAVID JAMES UPSON

PORTFOLIO MANAGER, Vice President

CRD
--
Ownership
25% but less than 50%
(225) 815-5803
frontier.pioneer@summitcapital.com
in linkedin.com/in/element-fusion
F

Foundation delta

Unison element

CRD
#89230
Ownership
2.1%
(548) 254-4066
momentum.horizon@alphacapital.com
in linkedin.com/in/timber-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
03-09-2023
03-15-2024
02-25-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $143,465,449 $600,274
Non-Discretionary $4,391,714 $878,343
Total $147,857,163 $605,972

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Separately Managed Accounts

Total SMA Asset: $147,857,163

$147.9M Total SMA
Equity - Exchange:
30.4%
Cash:
19.8%
U.S. Government/Agency:
6.0%
Corporate - Investment Grade:
21.3%
Municipal Bonds:
22.5%
Asset class Assets Assets %
Equity - Exchange $1,334,360,850 30.4%
Cash $869,090,290 19.8%
U.S. Government/Agency $263,360,694 6.0%
Corporate - Investment Grade $934,930,464 21.3%
Municipal Bonds $987,602,603 22.5%
Total $4,389,344,901 100.0%

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