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GENESIS INVESTMENTS
Legal name: GENESIS INVESTMENT ADVISORS, LLC
CRD 310878File 801-134325
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$112.5M
Bottom 25% of cohort (national)
Discretionary AUM
$87.8M
Non-discretionary $24.7M
Clients
273
748 accounts
Employees
4
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 11, 2025
- Principal office
- 9448 BRADMORE LN, STE 212, OOLTEWAH, TN, 37363
- Phone
- 423-290-2619
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $112.5M
- Discretionary AUM
- $87.8M
- Non-discretionary AUM
- $24.7M
- Discretionary accounts
- 676
- Non-discretionary accounts
- 72
- Total accounts
- 748
- AUM per client
- $412K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Charitable organizations | 6 | $1.7M |
| High net worth individuals | 19 | $42.5M |
| Pension and profit sharing plans | Fewer than 5 | $4.1M |
| Individuals (other than high net worth individuals) | 243 | $64.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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
- 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 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.