GENESIS INVESTMENT ADVISORS, LLC
GENESIS INVESTMENT ADVISORS, LLC of OOLTEWAH, TN is an SEC-registered investment adviser (CRD 310878). Regulatory assets under management: $112.5M.
Registration
- CRD: 310878
- SEC file number: 801-134325
- Type: Registered investment adviser
- Location: 9448 BRADMORE LN, STE 212, OOLTEWAH, TN, 37363
- Phone: 423-290-2619
- Latest filing: 2026-03-19
- Regulatory AUM: $112.5M
- Discretionary AUM: $87.8M
- Non-discretionary AUM: $24.7M
- Clients: 4
- Accounts: 748
Business model
Compensation: % of AUM.
Clients served: High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James Hunter Dees | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| Dees James Hunter | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
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