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GENEVA CAPITAL MANAGEMENT LLC
CRD 105432File 801-28444
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4049 | 228 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.