Headinvest

CRD 140518 · Portland, ME · $891.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 140518
SEC number: 801-66773
Firm type: RIA
Assets under management: $891.8M as of Mar 19, 2026
Website: www.headinvest.com ↗
Phone: 207-773-5333
Address: 7 Custom House St, Portland, ME, 04101-4194

Advisors at this firm

7 in our index · page 1 of 1

Kenneth Andrew BlaschkeCRD 2603041 · Portland, ME

IA Registered
Matthew John CivelloCRD 6160969 · Portland, ME

IA RegisteredRegistration inactive
Benjamin Hilliard ClarkCRD 2663792 · Portland, ME

IA RegisteredRegistration inactive

Disclosure event(s) on record
Donna Dubois McconnellCRD 2337529 · Portland, ME

IA Registered
Stephen Kenneth ReevesCRD 4711206 · Portland, ME

IA RegisteredRegistration inactive
Odette Suzanne ThurstonCRD 1325686 · Portland, ME

IA RegisteredRegistration inactive
Robert Schofield WhiteheadCRD 824633 · Portland, ME

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.