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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-2013
- Office Locations
- 1
Office Locations
About Genesee Capital Advisors, LLC
Genesee Capital Advisors is a boutique Auburn, NY wealth management firm providing financial planning and portfolio construction, including retirement, estate and insurance planning. The team builds client-specific investment strategies with an emphasis on asset allocation and risk management, using ETFs and mutual funds. Led by founding partners who serve as investment officers, the firm primarily custodians with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL CHRISTOPHER HEARN
FOUNDING PARTNER, INVESTMENT OFFICER
- CRD
- #2131707
- Ownership
- 50% but less than 75%
RYAN WINFIELD PINE
FOUNDING PARTNER, INVESTMENT OFFICER
- CRD
- #4848779
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,149,973 | $273,125 |
| Non-Discretionary | $5,189,776 | $471,798 |
| Total | $420,339,749 | $274,552 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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