Overview
Assets Under Management: $121 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 14
Average Client Assets: $5.3 million
Frequently Asked Questions
GENESIS ADVISORS, 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 #151976), GENESIS ADVISORS, LLC is subject to fiduciary duty under federal law.
GENESIS ADVISORS, LLC is headquartered in FISHERS, IN.
GENESIS ADVISORS, LLC serves 14 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, GENESIS ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GENESIS ADVISORS, LLC manages $121 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, GENESIS ADVISORS, 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.84%
Average Client Assets: $5.3 million
Total Client Accounts: 364
Discretionary Accounts: 361
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 151976
Filing ID: 2046457
Last Filing Date: 2026-02-06 10:26:20