# Anovest Investment Advisors

> Anovest Investment Advisors is a state-registered investment advisory firm in Marietta, GA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 132344
- Filed as: ANOVEST INVESTMENT ADVISORS
- Legal name: Anovest Investment Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132344
- AdvisorCensus page: https://advisorcensus.com/firm/anovest-investment-advisors-marietta-ga-132344

## Quick answers

**How is Anovest Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Anovest Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Anovest Investment Advisors located?**
Anovest Investment Advisors' principal office is in Marietta, GA, according to its Form ADV.

**Is Anovest Investment Advisors registered with the SEC or a state?**
Anovest Investment Advisors is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132344.

**How much does Anovest Investment Advisors manage?**
Anovest Investment Advisors reports $39,455,802 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Anovest Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (5).

**Does Anovest Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132344

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,455,802
- Discretionary: $39,455,802
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,766,969 |
| High net worth individuals | 35 | $37,688,833 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anovest Investment Advisors (CRD 132344): Form ADV filing data as of October 2026.