Overview
- Headquarters
- Los Angeles, CA
- Total Firm Assets
- $5.1 billion
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: GENTER CAPITAL FIRM BROCHURE 2024 (2025-03-28)
· View brochure text
Latest filing: GENTER CAPITAL FIRM BROCHURE 2026 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.75% |
Stated Minimum Annual Fee: $4,750
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $387,500 | 0.78% |
| $100 million | $762,500 | 0.76% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 56.25%
- Number of High-Net-Worth Clients
- 937
- Total Client Accounts
- 4,294
- Discretionary Accounts
- 4,294
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 108618
- GENTER CAPITAL FIRM BROCHURE 2026 (2026-03-30) · View brochure text
- GENTER CAPITAL FIRM BROCHURE 2024 (2025-03-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗