Geneva Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jackson, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $234M in regulatory assets under management, 2 employees, and 111 accounts.
Assets Under Management
$234M
Employees
2
Offices
--
Total Clients
49
Primary office
JACKSON, NJ
2060 W. COUNTY LINE RD, JACKSON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
27
2
HNWI
24.5%
12
3
Corporations
20.4%
10
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of March 31, 2026
Discretionary69.4%
$162M
69% of total RAUM69.4%
Non-discretionary30.6%
$71M
31% of total RAUM30.6%
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$234M
Total Accounts111
10Y AUM Change+$234M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee25:1
10Y Employee Change+1 (+100.0%)
* 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.