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Generational Wealth Advisors
Generational Wealth Advisors was established in 2004 by J. Brent Everett after he sold CSCI, a manufacturer of natural-gas heat exchangers. Everett serves as...
Generational Wealth Advisors
Generational Wealth Advisors was established in 2004 by J. Brent Everett after he sold CSCI, a manufacturer of natural-gas heat exchangers. Everett serves as founder and chief investment officer. The firm operates as a registered investment advisor providing integrated wealth management to business owners, executives, and families across the United States. The firm deploys capital across public equities, direct real estate, and digital assets. Confirmed holdings include positions in Nvidia, Apple, General Dynamics and Microsoft. Real estate assets encompass Chapel Hill Business Suites in Plano, Midway Medical Center, Van Alstyne Homesites, and a Denver Development project in McKinney. Digital asset exposure occurs through ETF-based access to Bitcoin and Ethereum. Geographic focus centers on North America with additional indicated reach into Europe, Asia, and other regions. The firm reports 392.5 million dollars in assets under management. It maintains relationships with service providers including Charles Schwab as custodian and Bland, Garvey, Eads, Medlock + Deppe for accounting. Adjacent vehicles include The Generational Salute foundation established in 2021 to support military veterans. No additional offices are disclosed. Brent Everett holds membership in the Investments and Wealth Institute. The firm operates through affiliated entities such as Kinsman Ventures and Talis Advisory Services. This hybrid structure allows direct ownership of operating businesses including Jones Square Financial Services and JHME Real Estate Advisors while maintaining a fund-of-funds posture in certain allocations.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Richardson
Corporate office
Richardson, TX, United States
Principals
J. Brent Everett
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
What is Generational Wealth Advisors?
Generational Wealth Advisors is a multi family office headquartered in Richardson, United States.
When was Generational Wealth Advisors founded?
Generational Wealth Advisors was founded in 2004.
Where is Generational Wealth Advisors headquartered?
Generational Wealth Advisors is headquartered in Richardson, United States, in the North America region.
What does Altss track for Generational Wealth Advisors?
Altss maintains an OSINT-verified profile of Generational Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Generational Wealth Advisors's website?
Generational Wealth Advisors's public website is generational.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Generational Wealth Advisors?
Generational Wealth Advisors is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Generational Wealth Advisors?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Generational Wealth Advisors's Altss profile last updated?
Generational Wealth Advisors's source record was modified on June 3, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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