RIA Intelligence

GENESIS ADVISORS, LLC

CRD #151976 SEC #801-134853 FISHERS, IN 317-577-6900
SEC Registered
Total AUM
$120.6M
Discretionary
$85.5M
Employees
4
Clients
11
Accounts
352

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRABER, BRADLEY, ERICICHIEF COMPLIANCE OFFICER & INVESTMENT ADVISER REPRESENTATIVENA Control
MATHIOUDAKIS, MICHAEL, ROBERTIMANAGING MEMBERE Control

Registrations

Federal

IA
Oct 29, 2025 REGISTERED

Notice Filings (4)

CA FL IN TX

Address

10150 LANTERN ROAD
SUITE 175
FISHERS, IN 46037
United States
Phone: 317-577-6900