GENEVA CAPITAL MANAGEMENT LLC

CRD 105432 · SEC 801-28444

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411 E. WISCONSIN AVE., SUITE 2320, MILWAUKEE, WI, 53202-4461, United States

Phone

414-224-6002

Fax

414-224-9503

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.60B

Discretionary AUM

$5.60B

Team

20 total employees; 9 advisory reps; 20 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL PORTFOLIO SERVICES

Client types

Type	Clients	AUM
Individuals	59	$34.4M
High net worth individuals	95	$424.1M
Investment companies	5	$1.73B
Pooled investment vehicles	3	$290.6M
Pension/profit sharing plans	17	$596.4M
Charitable organizations	23	$173.6M
State/municipal entities	11	$802.8M
Corporations/business entities	15	$641.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD