$777.6M Total AUM
$758.9M Disc. AUM
39.0% 3Y CAGR
10 Employees
487 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2017
- Office Locations
- 2
Office Locations
4 World Trade Center, Suite 2908 NEW York NY
-- Dallas TX
About Goalvest Advisory LLC
GoalVest Advisory is a boutique wealth advisory firm serving high-net-worth clients with $2M+ in investable assets. The firm delivers hands-on, tailored wealth management, including structured notes for defined outcomes and venture capital exposure. Founder Sevasti Balafas, CFA, CPWA, is a guest commentator on CNBC and Bloomberg BusinessWeek.
Team overview
30 AVG AGE
$111.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
3.6 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Sevasti Balafas
Chief Executive Officer, Wealth Advisor
- CRD
- #4884215
- Ownership
- 75% or more
Available
Available
Available
M
MARK MCLYNN STREFLING
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
BLAIR DANIEL COHEN
--
- CRD
- #6846064
Available
Available
Available
Braden Andrew DeForge
--
- CRD
- #7677300
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $758,874,406 | $553,923 |
| Non-Discretionary | $18,695,434 | $3,115,906 |
| Total | $777,569,840 | $565,094 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing