GENTER CAPITAL MANAGEMENT
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
FINTRXOverview
Genter Capital Management is an independent registered investment adviser that runs discretionary portfolios for individuals, families and institutions. The firm acts as a capital allocator, with a clear preference for exchange-traded equities as the core of client portfolios. Its business model is fee-based, primarily charging a percentage of assets under management while also offering other fee arrangements. Genter provides traditional portfolio management across individual/small business clients, pooled investment vehicles and institutional accounts, emphasizing equities-driven SMA solutions and active position management. The firm has been recognized externally — it was named to CNBC’s Top 100 Financial Advisory Firms list in both 2020 and 2021 — and it maintains a non‑ESG, non‑pension consulting stance. Genter files as a single-state adviser and is not structured as a related adviser to another firm. Its profile suggests a boutique institutional-capability approach: concentrated equity allocations managed alongside third‑party funds and corporate debt exposures where appropriate.
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 Equities46%
- State & Local Bonds25%
- Public Funds/Mutual Funds14%
- US Government Bonds13%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1DANIEL GENTER
CEO & PresidentCRD 1330760
Contacts
3 of 20MeiWah Wong
Internal Advisor ConsultantCRD 7834377
TIMOTHY DEMSHKI
Director, Private Client GroupCRD 2488842
CHARLES WARNER
First Vice PresidentCRD 3175207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11601 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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