# GEOVEST ADVISORS INC

GEOVEST ADVISORS INC of FAIRPORT, NY is an SEC-registered investment adviser.

## Registration

- CRD: 105906
- Type: SEC-registered investment adviser
- SEC file number: 801-31544
- Location: 245 WILLOWBROOK OFFICE PARK, 1451 PITTSFORD VICTOR RD, FAIRPORT, NY, 14450-4221
- Phone: 585-248-5050
- Latest filing: 2026-02-27
- Regulatory AUM: $147.9M
- Discretionary AUM: $143.5M
- Non-discretionary AUM: $4.4M
- Clients: 6
- Accounts: 244

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [Robert Edgar Reeves](https://search.stillhousedata.com/person/725703) | PRESIDENT | — |
| [David James Upson](https://search.stillhousedata.com/person/725704) | VICE PRESIDENT & PORTFOLIO MANAGER | — |
| [Philip Michael Byrne](https://search.stillhousedata.com/person/725705) | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| [Michele Renee Krug](https://search.stillhousedata.com/person/725706) | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | — |
| [REEVES ROBERT EDGAR](https://search.stillhousedata.com/person/746148) | PRESIDENT | — |
| [UPSON DAVID JAMES](https://search.stillhousedata.com/person/746149) | VICE PRESIDENT & PORTFOLIO MANAGER | — |
| [WAGNER NANCY MARIE](https://search.stillhousedata.com/person/746150) | ASST. VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER; ASST. VP, OPERATIONS MANAGER, COMPLIANCE OFFICER; VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | — |
| [BOSSO PHILIP D](https://search.stillhousedata.com/person/779024) | SHAREHOLDER | — |
| [SCHWINGEL KATHLEEN E](https://search.stillhousedata.com/person/779025) | VICE PRESIDENT, OPERATIONS MANAGER | — |
| [BOSSO BERTHA H](https://search.stillhousedata.com/person/792740) | SHAREHOLDER | — |
| [BYRNE PHILIP MICHAEL](https://search.stillhousedata.com/person/796324) | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| [PULS CHARLES STUART](https://search.stillhousedata.com/person/796325) | VICE PRESIDENT, CLIENT SERVICES | — |
| [KRUG IRIS RENEE](https://search.stillhousedata.com/person/807922) | ASSISTANT VICE PRESIDENT; VICE PRESIDENT; VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | — |
| [ALLEN SHARON DINARDO](https://search.stillhousedata.com/person/843530) | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |
| [UPSON MATTHEW DAVID](https://search.stillhousedata.com/person/868630) | MARKETING REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105906/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105906/similar
- Related entities: https://search.stillhousedata.com/firm/105906/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105906

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.