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Genesis Financial Group, LLC

Genesis Financial Group, LLC. CRD 327996

Genesis Financial Group, LLC logo

CRD: 327996

Genesis Financial Group, LLC

Paramus, NJ, 07652
5512844023
www.genesisfinancialgroupllc.com
$171.3M Total AUM
$171.3M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Element peak
Established Date
02-14-2024
Office Locations
1

Office Locations

80 W Century Road Suite 303 Paramus NJ

About Genesis Financial Group, LLC

Genesis Financial Group, LLC is a Paramus, NJ registered investment adviser serving retail and institutional clients, including entrepreneurs. The firm focuses on portfolio construction and tax planning, with asset-allocation portfolios that lean heavily on ETFs and incorporate fixed income, emerging markets, and real estate exposures. Custody is through Charles Schwab, and the firm leverages Broadridge/MCO technology in its advisory workflow.

Team overview

-- AVG AGE
$171.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Vertex vital Legacy Momentum wave Quantum Ember oak

Client Personas

Ember Glacier

Custodian

Bridge frontier Signal Alpha Focus signal Quantum Prime wave Peak optima Zenith matrix

Investment Themes

Pathway harbor Insight Oak crest Prime Beacon

Investment Vehicles

Timber Zenith zenith

Services

Capital foundation Matrix oak Crest Prime Glacier Element radial Peak Harbor catalyst Value

Technology

Vertex vertex

Owner & Executives

R

ROBERT RALPH BUONANNO

Chief Compliance Officer, Chief Executive Officer, President

CRD
#3058994
Ownership
75% or more
(774) 504-2069
glacier.crest@meridiancapital.com
in linkedin.com/in/zenith-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-24-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $171,310,000 $764,777
Non-Discretionary $0 --
Total $171,310,000 $764,777

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Separately Managed Accounts

Total SMA Asset: $153,310,000

$153.3M Total SMA
Equity - Exchange:
25.0%
Corporate - Investment Grade:
24.8%
U.S. Government/Agency:
25.9%
Cash:
12.1%
Municipal Bonds:
12.2%
Asset class Assets Assets %
Equity - Exchange $987,880,912 25.0%
Corporate - Investment Grade $979,977,864 24.8%
U.S. Government/Agency $1,023,444,624 25.9%
Cash $478,134,361 12.1%
Municipal Bonds $482,085,885 12.2%
Total $3,951,523,646 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EMBER TIMBER BEACON VALUE N5Q7VRVZ9 MFMQ 9.36% $50,053,641
MOMENTUM PIONEER MERIDIAN PATHWAY 7U5KMZ6YN CHFU 5.22% $6,565,387
PIONEER DELTA PATHWAY EMBER D830IOPFV MQZ 10.76% $27,566,583
VECTOR RIDGE ALPHA BRIDGE FRONTIER IC0GP0D6L MZUYM 1.22% $99,316,297
VECTOR UNISON ZENITH SIGNAL CREST U0SBM9N7I TRSL 5.56% $27,499,378
OPTIMA MERIDIAN INSIGHT WAVE UNISON V4W1326PJ VEO 2.24% $27,097,921
CATALYST EAGLE PATHWAY VITAL T1BCV3CRJ WMH 8.53% $84,304,684
PATHWAY ZENITH TIMBER ZENITH X6U3L86LX IQTH 11.44% $41,180,945

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