GENTER CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1998
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$1.2M
Accounts
4,294
Employees
63
Advisory reps
21

Firm details

Headquarters
Los Angeles, California
CRD number
108618
Registered since
April 1, 1998
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 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

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 46%, State & Local Bonds 25%, Public Funds/Mutual Funds 14%, US Government Bonds 13%, Cash & Cash Equivalents 2%46%
  • Exchange Traded Equities46%
  • State & Local Bonds25%
  • Public Funds/Mutual Funds14%
  • US Government Bonds13%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • DANIEL GENTER

    CEO & PresidentCRD 1330760

Contacts

3 of 20
  • MeiWah Wong

    Internal Advisor ConsultantCRD 7834377

  • TIMOTHY DEMSHKI

    Director, Private Client GroupCRD 2488842

  • CHARLES WARNER

    First Vice PresidentCRD 3175207

Unlock 17 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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth