Geovest Advisors Inc
● SEC registered since 1988CRD 105906SEC# 801-31544Fairport, NY
Reg. AUM
$147.9M
Employees
6
Accounts
244
Location
Fairport, NY
Geovest Advisors Inc assets under management
Geovest Advisors Inc operates as an SEC-registered investment adviser based in Fairport, NY. The firm has been registered since 1988. It reports $147.9 million in regulatory assets under management and employs 6 people.
Geovest Advisors Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Upson Control | Vice President & Portfolio Manager | 25-50% | 1990 |
| Michele Renee Krug Control | Vp, Operations Manager, Chief Compliance Officer | Under 5% | 2016 |
| Philip Michael Byrne Control | Vice President & Chief Investment Officer | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Geovest Advisors Inc manage?
Geovest Advisors Inc reports $147.9 million in regulatory assets under management on its Form ADV.
How many employees does Geovest Advisors Inc have?
Geovest Advisors Inc reports 6 employees.
Where is Geovest Advisors Inc located?
Geovest Advisors Inc is based in Fairport, NY and has been SEC-registered since 1988.
Does Geovest Advisors Inc disclose fund performance?
Geovest Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 245 Willowbrook Office Park, 1451 Pittsford Victor Rd, Fairport, NY 14450-4221 |
| Phone | 585-248-5050 |
| Fax | 585-248-8784 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$147.9Mregulatory AUM
Discretionary $143.5MNon-discretionary $4.4M