Headinvest, Llc
- Regulatory AUM
- $892M
- Discretionary
- $892M
- Clients
- 445
- Avg AUM / client
- $2.0M
- Accounts
- 1,107
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $55.3M | 6.2% |
| High net worth individuals | 322 | $755M | 84.7% |
| Charitable organizations | 21 | $77.6M | 8.7% |
| State or municipal government entities | 1 | $3.9M | 0.44% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan Spectrum Healthcare Partners, P.A. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donna Dubois Mcconnell | Member | Jun 2006 (20y) | ≈ 18.75% – 50% via C Dsk Llc | |
| Robert Schofield Whitehead | Member | Jun 2006 (20y) | GP / trustee / elected manager of C Dsk Llc (indirect) | |
| Kenneth Andrew Blaschke | Member | Jan 2010 (17y) | ≈ 18.75% – 50% via C Dsk Llc | |
| Stephen Daniel Poulos | Member | Aug 2013 (13y) | ≈ 18.75% – 50% via C Dsk Llc | |
| Benjamin Hilliard Clark | Member | Jul 2018 (8y) | ≈ 18.75% – 50% via C Dsk Llc | |
| Stephen Kenneth Reeves | Chief Compliance Officer, Managing Director | Mar 2022 (4y) | Less than 5% | |
| Odette Suzanne Thurston | Registered representative | Sep 2019 (7y) | ||
| Matthew John Civello | Registered representative | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| C Dsk Llc | Owner And Member Llc | Aug 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Donna Dubois Mcconnell: 25% – 50% of C Dsk Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Kenneth Andrew Blaschke: 25% – 50% of C Dsk Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Stephen Daniel Poulos: 25% – 50% of C Dsk Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Benjamin Hilliard Clark: 25% – 50% of C Dsk Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan | Spectrum Healthcare Partners, P.A. | 489 | $360M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $892M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗