SourcingSourcing

GEOVEST ADVISORS INC

B63
CRD 105906·SEC 801-31544·FAIRPORT, NY
AUM
$147.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$444K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GEOVEST ADVISORS INC
CRD
105906
SEC file #
801-31544
EIN
—
DBA names
—

Economics

AUM
$147.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$212.1M → $147.9M▼ -30%
Client mix
Individuals Other88
Individuals High Net Worth62

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
FAIRPORT NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
geovestadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REEVES, ROBERT, EDGAR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
REEVES, ROBERT, EDGAR
UPSON, DAVID, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GEOVESTADVISORS.COM
Rdap Domain Creation Date
2000-01-17T17:18:51Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-17T17:18:51Z
Rdap Domain Last Changed
2026-01-02T09:43:46Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1253462
Trust Company Affiliate
No

People (4)

4
REEVES, ROBERT, EDGAR
Direct Owner · 62.5%
1253462
UPSON, DAVID, JAMES
Direct Owner · 37.5%
864464
BYRNE, PHILIP, MICHAEL
Executive Officer · 2.5%
5649022
KRUG, MICHELE, RENEE
Executive Officer · 2.5%
6298778