# Genter Advisors LLC

> Genter Advisors LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 113916
- Filed as: GENTER ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113916
- AdvisorCensus page: https://advisorcensus.com/firm/genter-advisors-llc-los-angeles-ca-113916

## Quick answers

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

**Where is Genter Advisors LLC located?**
Genter Advisors LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Genter Advisors LLC registered with the SEC or a state?**
Genter Advisors LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 113916.

**How much does Genter Advisors LLC manage?**
Genter Advisors LLC reports $182,750,078 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Genter Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Genter Advisors LLC: Regulatory assets under management: $179,024,565 in the October 2021 data and $182,750,078 in the October 2026 data, up 2%. Total employees: 74 in October 2021 and 63 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Genter Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (515); high net worth individuals (29); pension and profit sharing plans (but not the plan participants or government pension plans) (20).

**Which custodians does Genter Advisors LLC use?**
Genter 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 Genter 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/113916

**What changed in Genter Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $163,191,628 to $182,750,078 (+12%). Registered or notice-filed in AZ, FL, TX.

## From the Form ADV filing

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

### 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: $182,750,078
- Discretionary: $182,750,078
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 515 | $116,292,891 |
| High net worth individuals | 29 | $50,015,144 |
| 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) | 20 | $10,240,261 |
| 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 | 5 | $6,201,782 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 63 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, LA, NV, NY, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,024,565 | 74 | March 31, 2021 |
| October 2022 | $190,783,585 | 67 | May 26, 2022 |
| October 2023 | $145,972,162 | 65 | May 8, 2023 |
| October 2024 | $157,582,784 | 65 | May 17, 2024 |
| October 2025 | $163,191,628 | 64 | March 28, 2025 |
| October 2026 | $182,750,078 | 63 | April 1, 2026 |

Regulatory assets under management: $179,024,565 in the October 2021 data and $182,750,078 in the October 2026 data, up 2%.
Total employees: 74 in October 2021 and 63 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $163,191,628 to $182,750,078 (+12%).
- Registered or notice-filed in AZ, FL, TX.

### January 2026
- No longer registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genter Advisors LLC (CRD 113916): Form ADV filing data as of October 2026.