LP Profile

Genesee Capital Advisors

Also known as genesee

Wealth ManagerAuburn, United StatesFounded 2013
$420M
Assets Under Management
Auburn
Headquarters
Investment Focus

About Genesee Capital Advisors

Genesee Capital Advisors is a wealth management firm based in Auburn, New York, founded in 2013. It creates investment strategies based on each client's needs and goals, following a defined process and a set of stated values. The firm's website says its team has 65 years of combined financial experience. Founding partners are listed as investment officers. It reports about $420 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Genesee Capital Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$420.3M
Total Clients
1,531
Filing Date
February 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Genesee Capital Advisors?

Genesee Capital Advisors is a wealth manager based in Auburn, United States, managing approximately $420M in assets.

Where is Genesee Capital Advisors headquartered?

Genesee Capital Advisors is headquartered in Auburn, United States.

How much does Genesee Capital Advisors manage?

Genesee Capital Advisors manages approximately $420M in assets under management.

When was Genesee Capital Advisors founded?

Genesee Capital Advisors was founded in 2013.

How can I contact Genesee Capital Advisors?

Verified contact details, key decision-makers, and investment preferences for Genesee Capital Advisors are available on LPbacked. Create a free account to access them.