Adviser Profile
| As of Date | 12/04/2025 |
| Registration status | Registration Changed to GENESIS ADVISORS, LLC |
| ADV Location | FISHERS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 120,574,918 53% |
| of that, discretionary | 85,475,017 34% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 342,542 16% |
| % High Net Worth | 10.69% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds