Genesee Capital Advisors, LLC
Firm details
- Headquarters
- Auburn, New York
- CRD number
- 167353
- Registered since
- April 16, 2013
- Website
- www.geneseeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.85%
- Individuals27.05%
- Charitable Organizations3.49%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Genesee Capital Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2013. The firm serves a mix of individuals, families and institutional clients and offers financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm appears equity-focused in orientation and uses third-party alternative managers as part of its toolkit rather than operating as a capital allocator. It is not identified as an active ESG investor in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$280M in ETFs
95%
$266M
5%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $30.2M | 1,031,515 | 10.81% |
Location
Auburn, NY
Cayuga
Location
Auburn, NY
Headquartered in Auburn, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Cayuga
- Address
- 46 South St
- Time zone
- ET (UTC-5)
- Office locations
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