Genesis Investments

RIASEC RegisteredEst. 2025

Total AUM

$113M

Discretionary

$87.8M

78% of AUM

Avg account

$150K

Accounts

748

Employees

4

Advisory reps

4

Firm details

Headquarters: Ooltewah, Tennessee
CRD number: 310878
Registered since: September 11, 2025
Website: genesis.investments
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals57.12%
HNWI37.76%
Pension & Profit Sharing Plans3.64%
Charitable Organizations1.47%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Genesis Investments LLC is a non-independent retail registered investment adviser organized as an LLC and recorded as SEC-registered in 2025. The firm serves both individual and family clients and institutional relationships, focusing on portfolio management for individuals and small businesses and offering pension consulting services. Its fee model is a percentage of assets under management. Genesis is not identified as an active ESG investor and is not listed as a multi-state adviser; the firm is categorized as owner-controlled (individual owner) and reports an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds50%
Exchange Traded Equities31%
Cash & Cash Equivalents18%
State & Local Bonds1%

Contacts

3 of 4

Martin Conley
Financial AdvisorCRD 6691582
Michele Sloan
Director of OperationsCRD 5642296
Melissa Hill
Investment Advisor RepresentativeCRD 5654156

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Ooltewah, TN

Hamilton

Location

Ooltewah, TN

Headquartered in Ooltewah, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area: Chattanooga-Cleveland-Dalton, TN-GA
Region: South
County: Hamilton
Address: 9448 Bradmore Ln
Time zone: CT (UTC-6)
Office locations

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