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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalFoundation matrix
- Established Date
- 11-12-2009
- Office Locations
- 1
Office Locations
About Genesis Advisors, LLC
Genesis Advisors, LLC is a Fishers, IN registered investment adviser serving retail and institutional relationships. The firm provides financial planning and insurance support alongside investment management, with portfolios primarily allocated to public funds and ETFs. Custody is with Charles Schwab, making the practice accessible for ETF and mutual-fund distribution conversations.
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Owner & Executives
MICHAEL ROBERT MATHIOUDAKIS
Managing Member, President
- CRD
- #1693094
- Ownership
- 75% or more
BRADLEY ERIC GRABER
Chief Compliance Officer, Investment Adviser Representative, Senior Advisor
- CRD
- #2740459
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JULIAN OCEA STRICKLAND
--
- CRD
- #7927973
ADAM THOMAS ZOELLER
--
- CRD
- #7749356
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,658,691 | $242,822 |
| Non-Discretionary | $33,563,979 | $11,187,993 |
| Total | $121,222,670 | $333,029 |
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Separately Managed Accounts
Total SMA Asset: $121,222,670
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,596,295,616 | 24.4% |
| Equity - Exchange | $2,911,276,840 | 44.5% |
| Cash | $2,034,622,690 | 31.1% |
| Total | $6,542,195,146 | 100.0% |