Genter Capital Management

RIASEC RegisteredEst. 1998

Total AUM

$5.1B

Discretionary

$5.1B

100% of AUM

Avg account

$1.2M

Accounts

4,294

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 108618
Registered since: April 1, 1998
Website: gentercapitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI56.25%
Individuals26.96%
Corporations / Businesses7.9%
Investment Companies3.25%
Pension & Profit Sharing Plans2.91%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Genter Capital Management is an SEC‑registered institutional RIA organized as an LLC and operating since 1998. The firm advises both individuals and families as well as institutional clients, providing portfolio management for individuals/small businesses, registered investment companies, and other businesses or institutions. Its client billing includes percentage‑of‑AUM fees (and other fee arrangements), and the firm identifies itself as a capital allocator. Genter is not positioned as an active ESG investor and does not describe itself as a multi‑state or newly formed adviser. The firm appeared on CNBC’s Top 100 Financial Advisory Firms lists in both 2020 and 2021.