GENESIS CAPITAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
172302
Registered since
January 19, 2016

Firm profile

FINTRX

Overview

Genesis Capital Advisors, LLC is a privately held limited liability company that registered with the SEC in 2016. The firm is owned by an individual and is not classified into a standard RIA subtype in the available data. It does not identify as a multi-state adviser or an active ESG investor, and it is not flagged as a capital allocator or pension consultant. Its principal activity is sponsoring and managing pooled investment vehicles: the firm acts as sponsor, general partner, and managing member for funds under its management.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID CASTILLA

    Managing PrincipalCRD 2636012

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
12750 Merit Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth