Geneva Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 25, 2026, reports $5.6B in regulatory assets under management, 20 employees, and 4,049 accounts.
Assets Under Management
$5.6B
Employees
20
Offices
--
Total Clients
4,049
Primary office
MILWAUKEE, WI
411 E. WISCONSIN AVE., SUITE 2320, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentUNDERLYING CLIENTS IN A THIRD-PARTY DISCRETIONARY MODEL RELATIONSHIP represent 94.4% of total clients.
Top client categories% of clientsClients
1
UNDERLYING CLIENTS IN A THIRD-PARTY DISCRETIONARY MODEL RELATIONSHIP
94.4%
3,821
2
HNWI
2.3%
95
3
Individuals
1.5%
59
4
Charitable
0.6%
23
5
Pension Plans
0.4%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of March 25, 2026
Discretionary100.0%
$5.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.6B
Total Accounts4,049
10Y AUM Change+$278M (+5.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee202:1
10Y Employee Change-7 (-25.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.