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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| Dees, James, Hunter | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Sep 19, 2025 REGISTERED
Notice Filings (3)
GA TN TX
Address
9448 BRADMORE LNSTE 212
OOLTEWAH, TN 37363
United States
Phone: 423-290-2619