# Generational Wealth Advisors

Generational Wealth Advisors is a Multi Family Office based in Richardson, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Richardson, United States
- **Region:** North America
- **Address:** Richardson, TX, United States
- **Founded:** 2004
- **Assets under management:** 392.5 (Altss estimate)
- **Website:** generational.com
- **LinkedIn:** https://www.linkedin.com/in/bryce-gray-6310378/

## Regulatory record

- **CRD number:** 135145
- **SEC file number:** 801-67609
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135145

## About

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.

## Sectors

- FinTech
- Real Estate

## People

- J. Brent Everett — Founder and Chief Investment Officer

## Related profiles

- [Taunton Contributory Retirement System](https://altss.com/profile/taunton-contributory-retirement-system)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/generational-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology