RIA Intel›Advisers›Maryland›GENESIS CAPITAL MANAGEMENT, LLC

GENESIS CAPITAL MANAGEMENT, LLC

Advisory

Data as of Oct 7, 2020 · Source: SEC Form ADV

Average account

$50K

across 30 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 7, 2020.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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KRH INVESTMENTS, LLC

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LOCKSTEP FINANCIAL LLC

$1M

NOON INVESTMENT MANAGEMENT LLC

$1M

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