# Generouswealth, LLC

> Generouswealth, LLC is an SEC-registered investment advisory firm in Summerville, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 308263
- Filed as: GENEROUSWEALTH, LLC
- Also doing business as: COMPASS INVESTMENT ADVISORS, LLC, MONEYDOVE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Summerville, SC
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308263
- AdvisorCensus page: https://advisorcensus.com/firm/generouswealth-llc-summerville-sc-308263

## Quick answers

**How is Generouswealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Generouswealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Generouswealth, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Generouswealth, LLC located?**
Generouswealth, LLC's principal office is in Summerville, SC, according to its Form ADV.

**Is Generouswealth, LLC registered with the SEC or a state?**
Generouswealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 308263.

**How much does Generouswealth, LLC manage?**
Generouswealth, LLC reports $110,365,201 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does Generouswealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (38).

**Which custodians does Generouswealth, LLC use?**
Generouswealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Generouswealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308263

**Does Generouswealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "There is no account minimum for any of GW’s services."

**What changed in Generouswealth, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> $0 – Any Amount Not To Exceed 2%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum for any of GW’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,365,201
- Discretionary: $110,365,201
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 267 | $71,737,380 |
| High net worth individuals | 38 | $38,627,821 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- generouswealth.com
- moneydove.com
- myinvestingadvisor.com
- Facebook @generouswealth
- Facebook @myinvestingadvisor
- Facebook @mymoneydove
- LinkedIn @compass-investment-advisors-llc
- LinkedIn @generouswealth
- X @GenerousWealth
- X @compassinvest1

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generouswealth, LLC (CRD 308263): Form ADV filing data as of October 2026.