GENESIS ADVISORS, LLC

CRD 151976File 801-134853

APPROVED

Retail clients

Filing as of Feb 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$121.2M

Bottom 25% of cohort (national)

Discretionary AUM

$87.7M

Non-discretionary $33.6M

Clients

132

364 accounts

Employees

Bottom 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 2, 2025
Principal office: 10150 LANTERN ROAD, SUITE 175, FISHERS, IN, 46037
Phone: 317-577-6900
Website: HTTPS://GENESISADVISORS.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $121.2M
Discretionary AUM: $87.7M
Non-discretionary AUM: $33.6M
Discretionary accounts: 361
Non-discretionary accounts: 3
Total accounts: 364
AUM per client: $918K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$48K
Charitable organizations	8	$22.0M
High net worth individuals	14	$73.8M
Individuals (other than high net worth individuals)	110	$25.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.