This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-08-2006
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 18, 2025 and March 19, 2026, reported AUM decreased 8.0%, from $969.7M to $891.8M.
Across 5 reported observations, AUM increased 1.0% between March 25, 2022 and March 19, 2026, from $883.2M to $891.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 445 clients, or 74.2 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Headinvest's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Headinvest record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Stephen Kenneth Reeves
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4711206
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
KENNETH ANDREW BLASCHKE
Director
- CRD
- #2603041
MATTHEW JOHN CIVELLO
Portfolio Administrator
- CRD
- #6160969
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $891,849,255 | $805,645 |
| Non-Discretionary | $0 | -- |
| Total | $891,849,255 | $805,645 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Headinvest has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Headinvest's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.