Headinvest

Registered investment advisor · Portland, Maine · CRD #140518

Assets Under Management

$892M

Client Accounts

1,107

Employees

CRD Number

140518

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Headinvest

Headinvest, LLC is an investment advisory firm based in Portland, Maine, offering portfolio management, financial and retirement planning, and consulting services. It manages over $897 million in assets and serves a range of clients including individuals and institutions. The firm has 11-50 employees.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Headinvest

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Headinvest's AUM?

Headinvest reports approximately $892M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Headinvest headquartered?

Headinvest is headquartered in Portland, Maine.

What is Headinvest's CRD number?

Headinvest's CRD number is 140518. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.