GEOVEST ADVISORS INC
CRD #105906 SEC #801-31544 FAIRPORT, NY 585-248-5050
SEC Registered
Total AUM
$127.2M
Discretionary
$123M
Employees
6
Clients
0
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $127.2M | $123M | $4.2M | 6 | 0 |
| Mar 2024 | $121.5M | $117.4M | $4.1M | 6 | 0 |
| Mar 2023 | $105.3M | $101.2M | $4.1M | 6 | 0 |
| Mar 2022 | $112.2M | $108M | $4.1M | 6 | 0 |
| Mar 2022 | $112.2M | $108M | $4.1M | 6 | 0 |
| Nov 2021 | $158.1M | $153.7M | $4.4M | 6 | 0 |
| Mar 2021 | $158.1M | $153.7M | $4.4M | 6 | 0 |
| Jun 2020 | $228.1M | $223.6M | $4.5M | 6 | 0 |
| Mar 2020 | $228.1M | $223.6M | $4.5M | 6 | 0 |
| Feb 2019 | $212.1M | $207.9M | $4.2M | 6 | 0 |
| Mar 2018 | $221.5M | $217.3M | $4.2M | 6 | 0 |
| Jan 2018 | $200.9M | $196.8M | $4.1M | 6 | 0 |
| Feb 2017 | $200.9M | $196.8M | $4.1M | 6 | 200 |
| Feb 2016 | $187.1M | $183.1M | $4M | 5 | 200 |
| Feb 2015 | $172.2M | $168.2M | $4M | 5 | 200 |
| Feb 2014 | $160.7M | $156.9M | $3.8M | 5 | 200 |
| Feb 2013 | $154.4M | $146.5M | $7.9M | 6 | 200 |
| Mar 2012 | $162.4M | $154.7M | $7.8M | 6 | 200 |
| Mar 2011 | $137.9M | $130.3M | $7.6M | 10 | -- |
| Jan 2008 | $118.7M | $106.4M | $12.3M | 10 | -- |
| Feb 2007 | $118.7M | $106.4M | $12.3M | 10 | -- |
| Feb 2006 | $126.2M | $118.1M | $8.1M | 10 | -- |
| Apr 2002 | $135M | $120M | $15M | 10 | -- |
DateFeb 2025
Total AUM$127.2M
Discretionary$123M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2024
Total AUM$121.5M
Discretionary$117.4M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2023
Total AUM$105.3M
Discretionary$101.2M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2022
Total AUM$112.2M
Discretionary$108M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2022
Total AUM$112.2M
Discretionary$108M
Non-Disc.$4.1M
Employees6
Clients0
DateNov 2021
Total AUM$158.1M
Discretionary$153.7M
Non-Disc.$4.4M
Employees6
Clients0
DateMar 2021
Total AUM$158.1M
Discretionary$153.7M
Non-Disc.$4.4M
Employees6
Clients0
DateJun 2020
Total AUM$228.1M
Discretionary$223.6M
Non-Disc.$4.5M
Employees6
Clients0
DateMar 2020
Total AUM$228.1M
Discretionary$223.6M
Non-Disc.$4.5M
Employees6
Clients0
DateFeb 2019
Total AUM$212.1M
Discretionary$207.9M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2018
Total AUM$221.5M
Discretionary$217.3M
Non-Disc.$4.2M
Employees6
Clients0
DateJan 2018
Total AUM$200.9M
Discretionary$196.8M
Non-Disc.$4.1M
Employees6
Clients0
DateFeb 2017
Total AUM$200.9M
Discretionary$196.8M
Non-Disc.$4.1M
Employees6
Clients200
DateFeb 2016
Total AUM$187.1M
Discretionary$183.1M
Non-Disc.$4M
Employees5
Clients200
DateFeb 2015
Total AUM$172.2M
Discretionary$168.2M
Non-Disc.$4M
Employees5
Clients200
DateFeb 2014
Total AUM$160.7M
Discretionary$156.9M
Non-Disc.$3.8M
Employees5
Clients200
DateFeb 2013
Total AUM$154.4M
Discretionary$146.5M
Non-Disc.$7.9M
Employees6
Clients200
DateMar 2012
Total AUM$162.4M
Discretionary$154.7M
Non-Disc.$7.8M
Employees6
Clients200
DateMar 2011
Total AUM$137.9M
Discretionary$130.3M
Non-Disc.$7.6M
Employees10
Clients--
DateJan 2008
Total AUM$118.7M
Discretionary$106.4M
Non-Disc.$12.3M
Employees10
Clients--
DateFeb 2007
Total AUM$118.7M
Discretionary$106.4M
Non-Disc.$12.3M
Employees10
Clients--
DateFeb 2006
Total AUM$126.2M
Discretionary$118.1M
Non-Disc.$8.1M
Employees10
Clients--
DateApr 2002
Total AUM$135M
Discretionary$120M
Non-Disc.$15M
Employees10
Clients--