# Genesia Investments LLC

> Genesia Investments LLC is an SEC-registered investment advisory firm in Reidville, SC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 329661
- Filed as: GENESIA INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reidville, SC
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329661
- AdvisorCensus page: https://advisorcensus.com/firm/genesia-investments-llc-reidville-sc-329661

## Quick answers

**How is Genesia Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Genesia Investments LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).

**Where is Genesia Investments LLC located?**
Genesia Investments LLC's principal office is in Reidville, SC, according to its Form ADV.

**Is Genesia Investments LLC registered with the SEC or a state?**
Genesia Investments LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329661.

**How much does Genesia Investments LLC manage?**
Genesia Investments LLC reports $299,078,538 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (0% discretionary).

**How have Genesia Investments LLC's assets and staff changed since 2024?**
In the Form ADV data for Genesia Investments LLC: Regulatory assets under management: $235,830,205 in the October 2024 data and $299,078,538 in the October 2026 data, up 27%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Genesia Investments LLC use?**
Genesia Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Genesia Investments 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/329661

**What changed in Genesia Investments LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $230,945,688 to $299,078,538 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $299,078,538
- Discretionary: $0
- Non-discretionary: $299,078,538

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $299,078,538 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genesiainvestments.com
- LinkedIn @genesia-investments-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $235,830,205 | 1 | July 16, 2024 |
| October 2025 | $230,945,688 | 1 | March 7, 2025 |
| October 2026 | $299,078,538 | 1 | February 4, 2026 |

Regulatory assets under management: $235,830,205 in the October 2024 data and $299,078,538 in the October 2026 data, up 27%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $230,945,688 to $299,078,538 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genesia Investments LLC (CRD 329661): Form ADV filing data as of October 2026.