Genesis Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fishers, IN. Its latest Form ADV filing, dated February 6, 2026, reports $121M in regulatory assets under management, 4 employees, and 364 accounts.
Assets Under Management
$121M
Employees
4
Offices
--
Total Clients
132
Primary office
FISHERS, IN
10150 LANTERN ROAD, SUITE 175, FISHERS, IN, United States
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
110
2
HNWI
10.6%
14
3
Charitable
6.1%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of February 6, 2026
Discretionary72.3%
$88M
72% of total RAUM72.3%
Non-discretionary27.7%
$34M
28% of total RAUM27.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$121M
Total Accounts364
10Y AUM Change+$648K (+0.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* 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.