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 is classified in FINTRX as an investment bank. The firm has been SEC‑registered since 2004. Ownership is reported at the entity level and includes an individual owner component. Publicly available profile fields show limited disclosure about the firm’s client segments, fee schedules, or specific advisory businesses; filings do not identify Genesis Capital as a capital allocator or as an active ESG investor. It is not listed as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

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

    Mary Collier

    Chief Compliance OfficerCRD 6478463

Contacts

3 of 7
  • Jonathan Goldman

    Jonathan Goldman

    Founder and Managing PartnerCRD 2003729

  • Robert Campbell

    FinOpCRD 1349154

  • Madeline Childers

    Madeline Childers

    AnalystCRD 7764435

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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