Adviser Profile
| As of Date | 01/21/2021 |
| Registration status | Registration Changed to GENESIS INVESTMENT ADVISORS, LLC |
| ADV Location | OOLTEWAH, TN, United States |
| AUM* | 27,000,000 |
| of that, discretionary | 17,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,000 |
| % High Net Worth | 13.89% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
17M
15M
12M
10M
7M
5M
2M
2020
2021
Private Funds
No private funds