# Geovest Advisors Inc

> Geovest Advisors Inc is an SEC-registered investment advisory firm in Fairport, NY, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 105906
- Filed as: GEOVEST ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairport, NY
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105906
- AdvisorCensus page: https://advisorcensus.com/firm/geovest-advisors-inc-fairport-ny-105906

## Quick answers

**How is Geovest Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Geovest Advisors Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Geovest Advisors Inc located?**
Geovest Advisors Inc's principal office is in Fairport, NY, according to its Form ADV.

**Is Geovest Advisors Inc registered with the SEC or a state?**
Geovest Advisors Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105906.

**How much does Geovest Advisors Inc manage?**
Geovest Advisors Inc reports $147,857,163 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (97% discretionary).

**How have Geovest Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Geovest Advisors Inc: Regulatory assets under management: $158,110,011 in the October 2021 data and $147,857,163 in the October 2026 data, down 6%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Geovest Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (62).

**Which custodians does Geovest Advisors Inc use?**
Geovest Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Geovest Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105906

**Does Geovest Advisors Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "We require that at least one of your accounts be at least $100,000 at the time of opening. Exceptions may be made in the case of accounts with substantial ongoing contributions that can achieve this size within a reasonable time period."

**What changed in Geovest Advisors Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $127,168,779 to $147,857,163 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We require that at least one of your accounts be at least $100,000 at the time of opening. Exceptions may be made in the case of accounts with substantial ongoing contributions that can achieve this size within a reasonable time period.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,857,163
- Discretionary: $143,465,449
- Non-discretionary: $4,391,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $25,430,899 |
| High net worth individuals | 62 | $118,123,548 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $659,841 |
| Charitable organizations | Fewer than 5 | $3,642,875 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1988 (38 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- geovestadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,110,011 | 6 | March 18, 2021 |
| October 2022 | $112,171,748 | 6 | March 16, 2022 |
| October 2023 | $105,298,947 | 6 | March 9, 2023 |
| October 2024 | $121,471,090 | 6 | March 15, 2024 |
| October 2025 | $127,168,779 | 6 | February 25, 2025 |
| October 2026 | $147,857,163 | 6 | February 27, 2026 |

Regulatory assets under management: $158,110,011 in the October 2021 data and $147,857,163 in the October 2026 data, down 6%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $127,168,779 to $147,857,163 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Geovest Advisors Inc (CRD 105906): Form ADV filing data as of October 2026.