GENESIS CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
128801
Registered since
February 13, 2004

Firm profile

FINTRX

Overview

Genesis Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2004. Filings classify the firm as an investment bank and indicate ownership by a combination of a domestic entity and individual owners. The firm is not documented as a capital allocator, which suggests it does not manage pooled external investment vehicles on a discretionary basis. Regulatory and public records identify the firm as neither a multi-state adviser nor a pension consultant, and it is not listed as an active ESG investor. The snapshot data does not include a fee schedule, a disclosed client roster, or a breakdown of business and advisory activities, so there is limited visibility into its day-to-day services or client types. Genesis Capital operates from a single office location according to the available information. No awards, alternative-investment programs, or family-office services are reported in the provided material.

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

Owners & executives

1 of 1
  • MARY COLLIER

    Chief Compliance OfficerCRD 6478463

Contacts

3 of 7
  • JONATHAN GOLDMAN

    Founder and Managing PartnerCRD 2003729

  • Robert Campbell

    Territory ManagerCRD 1349154

  • MADELINE CHILDERS

    AnalystCRD 7764435

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3414 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth