GENESIS INVESTMENT ADVISORS, LLC
Legal name: GENESIS INVESTMENTS
CRD #310878 SEC #801-134325 OOLTEWAH, TN 423-290-2619
SEC Registered
Total AUM
$102.6M
Discretionary
$84.6M
Employees
4
Clients
101
Accounts
723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $102.6M | $84.6M | $18.1M | 4 | 0 |
| Sep 2025 | $102.6M | $84.6M | $18.1M | 4 | 0 |
| Sep 2025 | $102.6M | $84.6M | $18.1M | 3 | 0 |
| Aug 2025 | $102.6M | $84.6M | $18.1M | 3 | 0 |
| Aug 2025 | $102.6M | $84.6M | $18.1M | 3 | 0 |
| Apr 2021 | $27M | $17M | $10M | 1 | 0 |
| Jan 2021 | $27M | $17M | $10M | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$102.6M
Discretionary$84.6M
Non-Disc.$18.1M
Employees4
Clients0
DateSep 2025
Total AUM$102.6M
Discretionary$84.6M
Non-Disc.$18.1M
Employees4
Clients0
DateSep 2025
Total AUM$102.6M
Discretionary$84.6M
Non-Disc.$18.1M
Employees3
Clients0
DateAug 2025
Total AUM$102.6M
Discretionary$84.6M
Non-Disc.$18.1M
Employees3
Clients0
DateAug 2025
Total AUM$102.6M
Discretionary$84.6M
Non-Disc.$18.1M
Employees3
Clients0
DateApr 2021
Total AUM$27M
Discretionary$17M
Non-Disc.$10M
Employees1
Clients0
DateJan 2021
Total AUM$27M
Discretionary$17M
Non-Disc.$10M
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0