# Genesis Capital Group LLC

> Genesis Capital Group LLC is a state-registered investment advisory firm in New York, NY, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 150035
- Filed as: GENESIS CAPITAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150035
- AdvisorCensus page: https://advisorcensus.com/firm/genesis-capital-group-llc-new-york-ny-150035

## Quick answers

**How is Genesis Capital Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Genesis Capital Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Genesis Capital Group LLC located?**
Genesis Capital Group LLC's principal office is in New York, NY, according to its Form ADV.

**Is Genesis Capital Group LLC registered with the SEC or a state?**
Genesis Capital Group LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 150035.

**How much does Genesis Capital Group LLC manage?**
Genesis Capital Group LLC reports $22,500,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Genesis Capital Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30).

**Does Genesis Capital Group LLC 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/150035

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $22,500,000
- Discretionary: $22,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 30 | $22,500,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genesiscapgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genesis Capital Group LLC (CRD 150035): Form ADV filing data as of October 2026.