Genesee Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Auburn, NY. Its latest Form ADV filing, dated February 10, 2026, reports $420M in regulatory assets under management, 4 employees, and 1,531 accounts.
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
426
2
HNWI
21.2%
118
3
Corporations
1.3%
7
4
Charitable
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$420Mas of February 10, 2026
Discretionary98.8%
$415M
99% of total RAUM98.8%
Non-discretionary1.2%
$5M
1% of total RAUM1.2%
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$420M
Total Accounts1,531
10Y AUM Change+$294M (+231.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee139:1
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.