Genesis Capital Group LLC

Overview

Genesis Capital Group LLC is an independent, individual-owned registered adviser operating out of New York that focuses on individuals and families. Its primary services are financial planning and portfolio management for individual clients and small businesses. The firm charges ongoing fees as a percentage of assets under management and also bills for certain engagements on an hourly basis. Genesis does not present itself as a capital allocator, does not emphasize ESG investing, and does not list pension consulting or related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices