RIA Intel›Advisers›Georgia›ANOVEST INVESTMENT ADVISORS, INC.

ANOVEST INVESTMENT ADVISORS, INC.

Advisory

MARIETTA, GA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account

$526K

across 75 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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PAYNE FINANCIAL MANAGEMENT, L.L.C.

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THOMAS ASSET MANAGEMENT, LLC

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