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GENEVA CAPITAL MANAGEMENT LLC
CRD 105432File 801-28444
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.60B
Top 25% of cohort (national)
Discretionary AUM
$5.60B
Clients
228
4,049 accounts
Employees
20
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 4, 1986
- Principal office
- 411 E. WISCONSIN AVE., SUITE 2320, MILWAUKEE, WI, 53202-4461
- Phone
- 414-224-6002
- Website
- HTTPS://WWW.GENEVACAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.60B
- Discretionary AUM
- $5.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,049
- Non-discretionary accounts
- 0
- Total accounts
- 4,049
- AUM per client
- $24.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $641.2M |
| Investment companies | 5 | $1.73B |
| Charitable organizations | 23 | $173.6M |
| High net worth individuals | 95 | $424.1M |
| Pooled investment vehicles | 3 | $290.6M |
| Pension and profit sharing plans | 17 | $596.4M |
| State or municipal government entities | 11 | $802.8M |
| Individuals (other than high net worth individuals) | 59 | $34.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,049 | 228 | decreased by3,821 |
| Apr 1, 2026 | Employees | 21 | 20 | decreased by1 |
| Apr 1, 2026 | Clients | 4,141 | 4,049 | decreased by92 |
| Apr 1, 2026 | AUM | $6,198,316,121 | $5,604,553,098 | decreased by$593,763,023 |
| Apr 1, 2026 | Accounts | 4,141 | 4,049 | decreased by92 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,972 | 4,141 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,997,928,153 | $6,198,316,121 | decreased by$799,612,032 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,972 | 4,141 | increased by169 |
| Apr 1, 2022 | Clients | 3,590 | 3,972 | increased by382 |
| Apr 1, 2022 | AUM | $6,679,477,780 | $6,997,928,153 | increased by$318,450,373 |
| Apr 1, 2022 | Accounts | 3,590 | 3,972 | increased by382 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GENEVA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GENEVA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.