SEC Form ADV

GENESIS INVESTMENTS

Firm profile: Genesis Investments — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTN
$112.5M
Assets Under Management
748
Total Clients
4
Employees
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Registration Details

Accession
CRD-310878
Location
OOLTEWAH, TN
Filing Date
March 19, 2026
AUM
$112.5M
Total Clients
748
Institutional Clients
9
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

GENESIS INVESTMENTS is a registered investment adviser headquartered in OOLTEWAH, TN, managing approximately $112.5M in assets across 748 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.