RIA Intel›Advisers›Illinois›GENEVA FINANCIAL GROUP LLC

GENEVA FINANCIAL GROUP LLC

Advisory

Data as of Jul 9, 2025 · Source: SEC Form ADV

Rank in IL

#1,571

of 1,719 advisers by AUM

Average account

$219K

across 32 accounts

AUM per adviser

$7M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 9, 2025.

Total AUM

$7M

Discretionary %

97.9%

Clients

25

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$150K

Discretionary %97.9%

Total Clients25

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

Operates InIL, TX

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

25 clients

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

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Advisers of similar size in IL

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

BAKER & COMPANY ADVISORY GROUP INC

DECATUR, IL

$7M

WELLSPRING CAPITAL GROUP, LTD.

$7M

FIRSTGEN WEALTH LLC

$7M

WYSOPAL WEALTH PLANNING, LLC

$7M

PROSPECT PARTNERS, L.L.C.

CHICAGO, IL

$7M

-94.7% 1Y

MOMENTUM FINTECH LLC

LISLE, IL

$7M

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