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Genesis Investment Advisors, LLC

● SEC registered since 2025CRD 310878SEC# 801-134325Ooltewah, TN
Export (members)
Reg. AUM
$102.6M
Employees
3
Accounts
723
Location
Ooltewah, TN

Genesis Investment Advisors, LLC assets under management

Genesis Investment Advisors, LLC operates as an SEC-registered investment adviser based in Ooltewah, TN. The firm has been registered since 2025. It reports $102.6 million in regulatory assets under management and employs 3 people.
www.genesis.investmentsView on SEC.gov ↗

Genesis Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Hunter Dees ControlChief Compliance Officer And Managing MemberOver 75%2020

Frequently asked questions

How much does Genesis Investment Advisors, LLC manage?

Genesis Investment Advisors, LLC reports $102.6 million in regulatory assets under management on its Form ADV.

How many employees does Genesis Investment Advisors, LLC have?

Genesis Investment Advisors, LLC reports 3 employees.

Where is Genesis Investment Advisors, LLC located?

Genesis Investment Advisors, LLC is based in Ooltewah, TN and has been SEC-registered since 2025.

Does Genesis Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address9448 Bradmore Ln, Ste 212, Ooltewah, TN 37363
Phone423-290-2619
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$84.6M
Non-discretionary$18.1M
Total (RAUM)$102.6M