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GENESIS INVESTMENTS
GENESIS INVESTMENT ADVISORS, LLC
CRD 310878 · SEC 801-134325
9448 BRADMORE LN, STE 212, OOLTEWAH, TN, 37363, United States
Phone
423-290-2619
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.5M
Discretionary AUM
$87.8M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $64.3M |
| High net worth individuals | 19 | $42.5M |
| Pension/profit sharing plans | 3 | $4.1M |
| Charitable organizations | 6 | $1.7M |
| Corporations/business entities | 2 | $0 |
States served
GA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD