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Genesis Advisors, LLC

● SEC registered since 2025CRD 151976SEC# 801-134853Fishers, IN
Export (members)
Reg. AUM
$120.6M
Employees
4
Accounts
352
Location
Fishers, IN

Genesis Advisors, LLC assets under management

Genesis Advisors, LLC is an SEC-registered investment adviser based in Fishers, IN. The firm has been registered since 2025. It reports $120.6 million in regulatory assets under management and employs 4 people.
genesisadvisors.netView on SEC.gov ↗

Genesis Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Eric Graber ControlChief Compliance Officer & Investment Adviser RepresentativeUnder 5%2024
Michael Robert Mathioudakis ControlManaging MemberOver 75%2009

Frequently asked questions

How much does Genesis Advisors, LLC manage?

Genesis Advisors, LLC reports $120.6 million in regulatory assets under management on its Form ADV.

How many employees does Genesis Advisors, LLC have?

Genesis Advisors, LLC reports 4 employees.

Where is Genesis Advisors, LLC located?

Genesis Advisors, LLC is based in Fishers, IN and has been SEC-registered since 2025.

Does Genesis Advisors, LLC disclose fund performance?

Genesis Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10150 Lantern Road, Suite 175, Fishers, IN 46037
Phone317-577-6900
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$85.5M
Non-discretionary$35.1M
Total (RAUM)$120.6M