Overview
Assets Under Management: $1.2 billion
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 70
Average Client Assets: $2.0 million
Frequently Asked Questions
GENERATION CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128523), GENERATION CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
GENERATION CAPITAL MANAGEMENT LLC is headquartered in PITTSFORD, NY.
GENERATION CAPITAL MANAGEMENT LLC serves 70 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, GENERATION CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
GENERATION CAPITAL MANAGEMENT LLC manages $1.2 billion in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, GENERATION CAPITAL MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.12%
Average Client Assets: $2.0 million
Total Client Accounts: 481
Discretionary Accounts: 476
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 128523
Filing ID: 2057619
Last Filing Date: 2026-03-11 11:39:38