GOALVEST ADVISORY LLC

GOALVEST ADVISORY LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 285374). Regulatory assets under management: $777.6M.

Registration

• CRD: 285374
• SEC file number: 801-116790
• Type: Registered investment adviser
• Location: 4 WORLD TRADE CENTER, SUITE 2908, NEW YORK, NY, 10007
• Phone: (646) 941-8458
• Latest filing: 2026-03-31
• Regulatory AUM: $777.6M
• Discretionary AUM: $758.9M
• Non-discretionary AUM: $18.7M
• Clients: 10
• Accounts: 1,376

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285374 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search