$891.8M Total AUM
$891.8M Disc. AUM
-- 3Y CAGR
13 Employees
445 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2006
- Office Locations
- 1
Office Locations
7 Custom House ST 4TH Floor Portland ME
About Headinvest
HeadInvest is an independent, fiduciary RIA in Portland, Maine providing customized wealth management for multigenerational families, individuals, and institutions. The team blends financial planning, investment management, and institutional equity research to build and continually adjust client-specific portfolios across life stages and organizational needs.
Team overview
63 AVG AGE
$148.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.6 yrs AVG TENURE
13 Employees
6 Advisory Reps
7 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Stephen Kenneth Reeves
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4711206
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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KENNETH ANDREW BLASCHKE
Director
- CRD
- #2603041
Available
Available
Available
MATTHEW JOHN CIVELLO
Portfolio Administrator
- CRD
- #6160969
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $891,849,255 | $805,645 |
| Non-Discretionary | $0 | -- |
| Total | $891,849,255 | $805,645 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
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