Genesis Investment Advisors, LLC
● SEC registered since 2025CRD 310878SEC# 801-134325Ooltewah, TN
Reg. AUM
$112.5M
Employees
4
Accounts
748
Location
Ooltewah, TN
Genesis Investment Advisors, LLC assets under management
Genesis Investment Advisors, LLC operates as an SEC-registered investment adviser based in Ooltewah, TN. The firm has been registered since 2025. It reports $112.5 million in regulatory assets under management and employs 4 people.
Genesis Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Hunter Dees Control | Chief Compliance Officer And Managing Member | Over 75% | 2020 |
Frequently asked questions
How much does Genesis Investment Advisors, LLC manage?
Genesis Investment Advisors, LLC reports $112.5 million in regulatory assets under management on its Form ADV.
How many employees does Genesis Investment Advisors, LLC have?
Genesis Investment Advisors, LLC reports 4 employees.
Where is Genesis Investment Advisors, LLC located?
Genesis Investment Advisors, LLC is based in Ooltewah, TN and has been SEC-registered since 2025.
Does Genesis Investment Advisors, LLC disclose fund performance?
Genesis Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9448 Bradmore Ln, Ste 212, Ooltewah, TN 37363 |
| Phone | 423-290-2619 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.5M▲ 10%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$112.5Mregulatory AUM
Discretionary $87.8MNon-discretionary $24.7M