Genesis Capital, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
7
Avg account
$0

Firm details

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

Firm profile

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Overview

Genesis Capital, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified in the available records as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. Available disclosures do not describe specific advisory activities, client segments, fee arrangements, or detailed business lines. The firm is not identified as an active ESG investor, not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mary Collier

    Mary Collier

    Chief Compliance OfficerCRD 6478463

Contacts

3 of 6
  • Jonathan Goldman

    Jonathan Goldman

    Founder and Managing PartnerCRD 2003729

  • Robert Campbell

    FinOpCRD 1349154

  • Maxwell Robinson

    Maxwell Robinson

    AnalystCRD 8123975

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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