LP Profile

Genesis Investments

Multi Family Office (MFO)Ooltewah, United States
Ooltewah
Headquarters
Investment Focus

About Genesis Investments

We are a registered investment adviser firm serving individuals, retirees, small businesses, and nonprofits. Our services include: Financial Planning Retirement Planning Investment Management Investment advice that includes investments from tax free municipals to precious metals to sector specific or faith-based funds Tax Planning Charitable Gift Planning

Preferred Investment Types

Direct InvestingJoint Venture/PartnerPhilanthropy

Preferred Sectors & Themes

Charitable InvestmentsDebt ManagementFaith-Based InvestingInvestment ManagementLegal & Tax ServicesPrecious MetalsRetirement PlanningWealth & Estate PlanningFinancial ServicesFinanceHigh-Level SectorsMaterialsMetals & MiningNon-Profit

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Genesis Investments from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$112.5M
Total Clients
748
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Genesis Investments across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Genesis Investments?

Genesis Investments is a multi family office (mfo) based in Ooltewah, United States.

Where is Genesis Investments headquartered?

Genesis Investments is headquartered in Ooltewah, United States.

What does Genesis Investments invest in?

Genesis Investments focuses on Direct Investing, Joint Venture/Partner, Philanthropy, Charitable Investments, Debt Management, Faith-Based Investing, Investment Management, Legal & Tax Services.

How can I contact Genesis Investments?

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