{ "crd_number": 108618, "slug": "genter-capital-management-los-angeles-ca-108618", "primary_business_name": "GENTER CAPITAL MANAGEMENT", "legal_name": "RNC CAPITAL MANAGEMENT LLC", "dbas": [ "GENTER CAPITAL MANAGEMENT" ], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1998-04-01", "years_registered": 28, "period": "2026-10-01", "filing_date": "2026-04-01", "carried_forward": false, "raum_total": 5098100479.0, "raum_discretionary": 5098100479.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 63, "advisory_employees": 13, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 79326245.0, "count": 19, "description": "ENDOWMENTS, FOUNDATIONS, CHARITABLE TRUSTS" }, "charitable": { "raum": 38043164.0, "count": 13 }, "individuals": { "raum": 1374610481.0, "count": 3132 }, "state_municipal": { "raum": 21802260.0, "count": 2, "fewer_than_5": true }, "investment_companies": { "raum": 165679996.0, "count": 6 }, "pension_profit_sharing": { "raum": 148199337.0, "count": 58 }, "high_net_worth_individuals": { "raum": 2867680663.0, "count": 937 }, "corporations_other_businesses": { "raum": 402758333.0, "count": 127 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AL", "AR", "AZ", "CA", "CO", "CT", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "SC", "SD", "TN", "TX", "UT", "VA", "WA", "WI", "WY" ], "websites": [ "https://gentercapitalmanagement.com", "https://instagram.com/rnc_genter", "https://linkedin.com/company/rnc-genter-capital-management", "https://twitter.com/GenterRnc", "https://youtube.com/channel/UCBkAECMPzvPtSLftnURVKA" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108618", "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/genter-capital-management-los-angeles-ca-108618", "display_name": "Genter Capital Management", "summary": "Genter Capital Management is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.", "citation": "AdvisorCensus. Genter Capital Management (CRD 108618): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Genter Capital Management compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Genter Capital Management reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "How much does Genter Capital Management charge?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $250 (set up). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Genter Capital Management located?", "a": "Genter Capital Management's principal office is in Los Angeles, CA, according to its Form ADV." }, { "q": "Is Genter Capital Management registered with the SEC or a state?", "a": "Genter Capital Management is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108618." }, { "q": "How much does Genter Capital Management manage?", "a": "Genter Capital Management reports $5,098,100,479 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)." }, { "q": "How have Genter Capital Management's assets and staff changed since 2021?", "a": "In the Form ADV data for Genter Capital Management: Regulatory assets under management: $4,150,654,605 in the October 2021 data and $5,098,100,479 in the October 2026 data, up 23%. 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." }, { "q": "What types of clients does Genter Capital Management serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,132); high net worth individuals (937); corporations or other businesses not listed above (127)." }, { "q": "Which custodians does Genter Capital Management use?", "a": "Genter Capital Management'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." }, { "q": "Does Genter Capital Management report any disciplinary disclosures?", "a": "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/108618" }, { "q": "What changed in Genter Capital Management's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $4,527,711,109 to $5,098,100,479 (+13%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4150654605.0, "total_employees": 74, "filing_date": "2021-08-10" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4516068412.0, "total_employees": 67, "filing_date": "2022-07-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4095198177.0, "total_employees": 65, "filing_date": "2023-05-08" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4197945247.0, "total_employees": 65, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4527711109.0, "total_employees": 64, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5098100479.0, "total_employees": 63, "filing_date": "2026-04-01" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $4,527,711,109 to $5,098,100,479 (+13%)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in DC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": "$4,750", "planning_fees": [ "Flat fee: $250 (set up)" ], "figures": [ { "label": "Minimum annual fee", "statements": [ "Minimum annual fee: $4,750" ], "quotes": [ "Genter Capital has a minimum annual fee of $4,750 for accounts below the standard minimum." ] }, { "label": "Planning fee", "statements": [ "Flat fee: $250 (set up)" ], "quotes": [ "A nonrecurring, non-refundable one time set up fee of $250 is payable in advance." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": 4750.0, "planning": [ { "kind": "flat", "amount": 250.0, "min": null, "max": null, "period": "one_time", "service": "set up" } ] }, "quotes": [ "Genter Capital has a minimum annual fee of $4,750 for accounts below the standard minimum.", "A nonrecurring, non-refundable one time set up fee of $250 is payable in advance." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/genter-capital-management-los-angeles-ca-108618.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 3132, "fewer_than_5": false, "raum": 1374610481.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 937, "fewer_than_5": false, "raum": 2867680663.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 6, "fewer_than_5": false, "raum": 165679996.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 58, "fewer_than_5": false, "raum": 148199337.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 13, "fewer_than_5": false, "raum": 38043164.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 2, "fewer_than_5": true, "raum": 21802260.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 127, "fewer_than_5": false, "raum": 402758333.0 }, { "type": "other", "label": "Other", "count": 19, "fewer_than_5": false, "raum": 79326245.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108618", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }