# Geneva Financial Group

Geneva Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://genevafinancial.com
- **LinkedIn:** https://www.linkedin.com/company/geneva-financial-llc

## Regulatory record

- **CRD number:** 331944
- **SEC file number:** 801-130720
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331944

## About

GENEVA FINANCIAL GROUP is an SEC-registered investment adviser in JACKSON, NJ, registered since 2024. The firm manages $234 million in assets, with $162 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Is there any public information about Geneva Financial Group's investments?

No. There are no known portfolio companies, fund commitments, or co-investments publicly attributed to Geneva Financial Group. The firm's name does not appear in standard regulatory filings or deal announcements.

### Who runs Geneva Financial Group?

No principals have been publicly identified. The firm operates without a disclosed leadership team, website, or LinkedIn presence, making personnel identification impossible from public sources.

### Why is there so little information available about Geneva Financial Group?

Some family offices operate with extreme privacy by design, using generic holding-company names and avoiding marketing, regulatory filings, and public investment announcements. It is also possible the entity has been renamed, dissolved, or absorbed into another structure.

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Last updated: 2026-07-06T01:24:17.226Z

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