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GENESIS ADVISORS, LLC
CRD 151976 · SEC 801-134853
10150 LANTERN ROAD, SUITE 175, FISHERS, IN, 46037, United States
Phone
317-577-6900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.2M
Discretionary AUM
$87.7M
Team
4 total employees; 4 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $25.4M |
| High net worth individuals | 14 | $73.8M |
| Charitable organizations | 8 | $22.0M |
States served
CA, IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD