GENTER ADVISORS LLC

Overview

Genter Advisors LLC is a fee-based wealth manager that runs actively managed portfolios for individuals, small businesses and institutional clients. The firm favors equity exposure and constructs portfolios primarily with exchange-traded equities and pooled vehicles, implementing separate account management and using outside managers where appropriate. Genter acts as a capital allocator—selecting third‑party advisers and fund managers to fill capability gaps—and charges clients on a percentage-of-AUM basis alongside other fee arrangements. The firm is not positioned as an active ESG investor. Portfolio construction appears to follow a core equity orientation with tactical or satellite allocations filled by mutual funds and selected external managers. Custody and trade execution are centralized through Charles Schwab & Co., Inc., which holds the firm’s reported assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices