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Genesis Investments
Genesis Investments is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 310878, SEC file 801-134325), with its main...
Overview
Genesis Investments is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 310878, SEC file 801-134325), with its main office in Ooltewah, Tennessee. Its Form ADV filed on 19 March 2026 reports $112.5M in regulatory assets under management across 748 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$112.5M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Ooltewah
Corporate office
Ooltewah, TN, United States
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