Genesis Investments
Genesis Investments is an SEC-registered mass-market adviser in Ooltewah, TN with $112.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Genesis Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310878, SEC 801-134325, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $112.5M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Ooltewah, TN
- Employees
- 4
- Clients
- 273
- CRD
- 310878
- Ownership
- Dees, James, Hunter
How much AUM does Genesis Investments have?
Genesis Investments reported $112.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Genesis Investments?
Disclosed owners and executives of Genesis Investments include Dees, James, Hunter. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.