# Carla Voss Genelly

> Carla Voss Genelly is a state-registered investment advisory firm in New Buffalo, MI, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 132849
- Filed as: CARLA VOSS GENELLY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Buffalo, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132849
- AdvisorCensus page: https://advisorcensus.com/firm/carla-voss-genelly-new-buffalo-mi-132849

## Quick answers

**How is Carla Voss Genelly compensated?**
On its Form ADV (Item 5.E, October 2026), Carla Voss Genelly reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carla Voss Genelly located?**
Carla Voss Genelly's principal office is in New Buffalo, MI, according to its Form ADV.

**Is Carla Voss Genelly registered with the SEC or a state?**
Carla Voss Genelly is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 132849.

**Does Carla Voss Genelly report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132849

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carla Voss Genelly (CRD 132849): Form ADV filing data as of October 2026.