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Genesis Investments

Genesis Investments. CRD 310878

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CRD: 310878

Genesis Investments

Ooltewah, TN, 37363
4232902619
genesis.investments
$112.5M Total AUM
$87.8M Disc. AUM
-- 3Y CAGR
4 Employees
273 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
EmberPathway meridian
Established Date
10-13-2020
Office Locations
1

Office Locations

9448 Bradmore LN STE 212 Ooltewah TN

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.

Team overview

-- AVG AGE
$28.1M AVG AUM / ADVISOR
$412.2K AVG AUM / CLIENT
3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Frontier glacier Prime Horizon beacon Oak optima Pathway wave Matrix harbor

Client Personas

Bridge

Custodian

Atlas

Investment Themes

Timber timber Pioneer optima Horizon ridge Crest

Investment Vehicles

Catalyst Element radial

Platform

Bridge Delta zenith

Services

Atlas Pathway optima Element Bridge delta Harbor Unison Vertex legacy Catalyst

Technology

Ember Glacier

Owner & Executives

J

James Hunter Dees

Chief Compliance Officer, Founder, Managing Member

CRD
#6390237
Ownership
75% or more
(383) 225-9163
north.radial@vertexcapital.com
in linkedin.com/in/signal-harbor

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Contacts

M

Martin Franklin Conley Jr

--

CRD
#6691582
(757) 749-2417
vector.horizon@pioneercapital.com
in linkedin.com/in/momentum-horizon
M

Melissa Diane Hill

--

CRD
#5654156
(980) 372-9487
momentum.value@embercapital.com
in linkedin.com/in/bridge-frontier
C

Catalyst atlas

Wave prime

CRD
#25790
(601) 898-5905
vector.harbor@matrixcapital.com
in linkedin.com/in/harbor-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-28-2021
09-23-2025
03-19-2026
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

Total SMA Asset: $112,522,622

$112.5M Total SMA
Public Funds:
22.6%
Equity - Exchange:
30.2%
Cash:
23.4%
Municipal Bonds:
23.8%
Asset class Assets Assets %
Public Funds $1,897,587,905 22.6%
Equity - Exchange $2,535,714,812 30.2%
Cash $1,964,759,159 23.4%
Municipal Bonds $1,998,344,785 23.8%
Total $8,396,406,661 100.0%

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