Headinvest

Overview

Headinvest is an SEC registered investment adviser based in Portland, ME, registered since 2006. It reports $892M in assets under management across 1,107 accounts, with 13 employees. It has 7 investment adviser representatives.

Reported AUM

$892M

Discretionary

100%

Accounts

1,107

Average account

$806K

Employees

13

Advisory reps

7

Registered since

2006

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Stephen Kenneth Reeves Chief Compliance Officer, Managing Director CRD 4711206

Advisory reps 3 of 7

• Kenneth Andrew Blaschke Investment Adviser Rep CRD 2603041
• Matthew John Civello Investment Adviser Rep CRD 6160969
• Benjamin Hilliard Clark Investment Adviser Rep CRD 2663792

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7 Custom House St Ste 4
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: headinvest.com

Every state, with registration dates

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