# Genesis Advisors, LLC

> Genesis Advisors, LLC is an SEC-registered investment advisory firm in Fishers, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 151976
- Filed as: GENESIS ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151976
- AdvisorCensus page: https://advisorcensus.com/firm/genesis-advisors-llc-fishers-in-151976

## Quick answers

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

**How much does Genesis Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $125 to $300 an hour (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Genesis Advisors, LLC located?**
Genesis Advisors, LLC's principal office is in Fishers, IN, according to its Form ADV.

**Is Genesis Advisors, LLC registered with the SEC or a state?**
Genesis Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 151976.

**How much does Genesis Advisors, LLC manage?**
Genesis Advisors, LLC reports $121,222,670 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (72% discretionary).

**What types of clients does Genesis Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (14); charitable organizations (8).

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

**Does Genesis Advisors, 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/151976

**Does Genesis Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "We do not have a minimum account size requirement."

**What changed in Genesis Advisors, LLC's recent Form ADV filings?**
In the January 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

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Hourly rate: $125 to $300 an hour (Financial Planning fees)

> Financial Planning fees will be based on an hourly rate between $125.00 and $300.00 per hour depending on complexity.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $121,222,670
- Discretionary: $87,658,691
- Non-discretionary: $33,563,979

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $25,429,377 |
| High net worth individuals | 14 | $73,752,088 |
| Charitable organizations | 8 | $21,992,918 |
| Corporations or other businesses not listed above | Fewer than 5 | $48,287 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genesisadvisors.net
- investingintruth.com
- LinkedIn @mike-mathioudakis-521a36b6

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genesis Advisors, LLC (CRD 151976): Form ADV filing data as of October 2026.