Genesis Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
128801
Registered since
February 13, 2004

Firm profile

FINTRX

Overview

Genesis Capital, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is shown as a combination of a domestic entity and an individual, and the firm is characterized more as an investment-banking organization than as an asset manager or capital allocator. The available profile does not list client segments, fee arrangements, or specific advisory activities; those elements are not disclosed in the source data. The firm is not identified as an active ESG investor, is not marked as a multistate adviser, and is not noted as a pension consultant or related adviser. It is also not indicated to be a newly formed adviser. The record contains minimal detail on operations, assets, or affiliations. To determine the firm’s service offering, client focus, office footprint, or personnel, direct contact with Genesis Capital, LLC or additional regulatory and corporate records would be required.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mary Collier

    Mary Collier

    Chief Compliance OfficerCRD 6478463

Contacts

3 of 6
  • Robert Campbell

    FinOpCRD 1349154

  • Jonathan Goldman

    Jonathan Goldman

    Founder and Managing PartnerCRD 2003729

  • Kevin Whitney

    Kevin Whitney

    AssociateCRD 6214572

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3414 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth