Adviser Profile
| As of Date | 09/13/2025 |
| Registration status | Registration Changed to GENESIS INVESTMENT ADVISORS, LLC |
| ADV Location | OOLTEWAH, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 102,634,400 20% |
| of that, discretionary | 84,569,350 21% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 141,956 -13% |
| % High Net Worth | 7.04% 484% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name RODEFER MOSS & CO, PLLC | Filing Date10/07/2024 | Form ADV-E View Report |
| Accounting Firm Name RODEFER MOSS & CO, PLLC | Filing Date01/11/2024 | Form ADV-E View Report |
| Accounting Firm Name RODEFER MOSS & CO, PLLC | Filing Date01/04/2023 | Form ADV-E View Report |