Genesis Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281149
- Custodians
- INTERACTIVE BROKERS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- Individuals93.33%
- HNWI6.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Genesis Capital Management, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily caters to individual and family clients, providing a range of services that include financial planning, portfolio management for both individuals and small businesses, and the selection of other advisers. Additionally, the firm engages in educational seminars and workshops. While Genesis Capital Management does not actively pursue environmental, social, and governance (ESG) investments, it does serve as a capital allocator, focusing on managing client assets with a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Zhi Wang
CEOCRD 6083903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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