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GENTER ADVISORS LLC
CRD 113916File 801-60408
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$182.8M
Bottom 25% of cohort (national)
Discretionary AUM
$182.8M
Clients
569
569 accounts
Employees
63
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 6, 2001
- Principal office
- 11601 WILSHIRE BLVD., 25TH FL., LOS ANGELES, CA, 90025-1770
- Phone
- 310-477-6543
- Website
- HTTP://GENTERADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.8M
- Discretionary AUM
- $182.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 569
- Non-discretionary accounts
- 0
- Total accounts
- 569
- AUM per client
- $321K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.2M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 29 | $50.0M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 20 | $10.2M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 515 | $116.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ONE-TIME INITIAL SET UP FEE OF $250.00
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 64 | 63 | decreased by1 |
| Apr 1, 2026 | Clients | 581 | 569 | decreased by12 |
| Apr 1, 2026 | AUM | $163,191,628 | $182,750,078 | increased by$19,558,450 |
| Apr 1, 2026 | Accounts | 572 | 569 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 64 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 680 | 581 | decreased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $190,783,585 | $163,191,628 | decreased by$27,591,957 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 680 | 572 | decreased by108 |
| Apr 1, 2022 | Employees | 74 | 67 | decreased by7 |
| Apr 1, 2022 | Clients | 691 | 680 | decreased by11 |
| Apr 1, 2022 | AUM | $179,024,565 | $190,783,585 | increased by$11,759,020 |
| Apr 1, 2022 | Accounts | 691 | 680 | decreased by11 |
| 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 “GENTER ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GENTER ADVISORS” 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.