GENESIS CAPITAL GROUP LLC

Overview

Genesis Capital Group LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing model combines a percentage-of-assets fee with the option for hourly charges. The firm does not describe itself as a capital allocator and is not marked as an active ESG investor. According to its filings, Genesis Capital Group is not registered as a multistate adviser, even though it maintains more than one office location.

Assets & Accounts

Investments & Alternatives

Location & Offices