$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2025
- Office Locations
- 1
Office Locations
-- Maitland FL
About Gen2 Advisors, LLC
Gen2 Advisors, LLC is a Maitland-based RIA. The firm has been operating for 1 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
38 AVG AGE
$52.0M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Bridge Glacier
Custodian
Beacon Oak foundation
Investment Themes
Eagle atlas Ember meridian
Investment Vehicles
Fusion
Platform
Crest Atlas alpha
Services
Oak Value pioneer Horizon ridge Glacier matrix Summit Ridge prime Pioneer Summit capital
Owner & Executives
M
MARGARET L BILBY
Chief Compliance Officer, Managing Member
- CRD
- #5011099
- Ownership
- 75% or more
(419) 306-2053
ridge.insight@fusioncapital.com
in linkedin.com/in/pioneer-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,982,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,982,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,982,200
Equity - Exchange:
33.6% Public Funds:
34.2% Other:
10.1% Cash:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,274,512,805 | 33.6% |
| Public Funds | $1,297,271,962 | 34.2% |
| Other | $383,112,480 | 10.1% |
| Cash | $838,295,624 | 22.1% |
| Total | $3,793,192,871 | 100.0% |