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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-13-2020
- Office Locations
- 1
Office Locations
About Genesis Investments
Genesis Investments is an independent, fiduciary advisory firm focused on faith-based stewardship and biblically responsible investing. The team helps individuals align portfolios and financial decisions with biblical values, with planning around retirement income, IRA/401(k) rollovers, tax-efficient strategies, wealth management, and insurance/annuity and long-term-care solutions. Client assets are custodied with Charles Schwab, and the firm directs a portion of revenue to ministries and nonprofits.
Reported data analysis
What the numbers show
Between September 23, 2025 and March 19, 2026, reported AUM increased 9.6%, from $102.6M to $112.5M.
Across 3 reported observations, AUM increased 316.8% between April 28, 2021 and March 19, 2026, from $27.0M to $112.5M.
Of the latest reported AUM, 78.0% is discretionary and 22.0% is non-discretionary.
The firm reports 4 advisory representatives and 273 clients, or 68.3 clients per representative. That equates to $412.2K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Genesis Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
James Hunter Dees
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6390237
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Martin Franklin Conley Jr
Financial Advisor
- CRD
- #6691582
Melissa Diane Hill
Partner
- CRD
- #5654156
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,780,932 | $129,853 |
| Non-Discretionary | $24,741,690 | $343,635 |
| Total | $112,522,622 | $150,431 |
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Separately Managed Accounts
SMA allocation detail is available
Genesis Investments has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.