Genesis Capital, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
7
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 is classified in the snapshot as an investment bank. The firm shows SEC registration dating to 2004 and is owned by a combination of a domestic entity and an individual. The FINTRX profile identifies it as not functioning as a capital allocator and not positioning itself as an active ESG investor. The snapshot provides limited operational detail — it does not enumerate advisory lines, fee schedules, or a client segmentation in the provided extract.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mary Collier

    Mary Collier

    Chief Compliance OfficerCRD 6478463

Contacts

3 of 6
  • Jonathan Goldman

    Jonathan Goldman

    Founder and Managing PartnerCRD 2003729

  • Robert Campbell

    FinOpCRD 1349154

  • Maxwell Robinson

    Maxwell Robinson

    AnalystCRD 8123975

Unlock 3 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