$423.6M Total AUM
$423.6M Disc. AUM
13.4% 3Y CAGR
9 Employees
565 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima focus
- Established Date
- 04-08-2010
- Office Locations
- 3
Office Locations
210 N Tremont Street Kewanee IL
820 Geneva Parkway North Suite 106 Lake Geneva WI
-- Chicago IL
About Geneva Partners, LLC
Geneva Partners is a fee-only, SEC-registered RIA providing fiduciary financial planning and comprehensive investment management for individuals and entrepreneurs. The team emphasizes objective advice, measurable growth, and capital preservation, with portfolios that lean heavily on ETFs alongside fixed income. Primary custody is through Fidelity/NFS.
Team overview
36 AVG AGE
$47.1M AVG AUM / ADVISOR
$749.7K AVG AUM / CLIENT
8.8 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Optima vector Frontier Insight
Client Personas
Summit
Custodian
Fusion Insight Radial value
Investment Themes
Vital Focus
Investment Vehicles
Matrix Vital momentum
Services
Signal ember Prime focus Oak unison Catalyst north Eagle atlas
Technology
Oak
Owner & Executives
STEVEN PERRY SCHWEFEL
Chief Compliance Officer, Managing Member, President
- CRD
- #1091898
- Ownership
- 75% or more
(587) 945-1962
fusion.atlas@fusioncapital.com
in linkedin.com/in/delta-delta
Showing 1 of 1 owners & executives
Unlock allContacts
K
Karin Rae Cook
--
- CRD
- #8134547
(292) 614-2631
peak.legacy@ridgecapital.com
in linkedin.com/in/insight-unison
L
LOREN TERRY COOK
President
- CRD
- #4483937
(752) 298-6414
bridge.catalyst@crestcapital.com
in linkedin.com/in/radial-matrix
E
Element ridge
Atlas momentum
- CRD
- #25640
(693) 657-7278
legacy.signal@unisoncapital.com
in linkedin.com/in/wave-foundation
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $423,600,853 | $335,925 |
| Non-Discretionary | $0 | -- |
| Total | $423,600,853 | $335,925 |
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Separately Managed Accounts
Total SMA Asset: $423,600,853
Equity - Exchange:
6.0% Cash:
18.3% Corporate - Investment Grade:
26.1% Public Funds:
19.5% Municipal Bonds:
15.6% U.S. Government/Agency:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $159,123,094 | 6.0% |
| Cash | $485,325,438 | 18.3% |
| Corporate - Investment Grade | $692,185,460 | 26.1% |
| Public Funds | $517,150,057 | 19.5% |
| Municipal Bonds | $413,720,045 | 15.6% |
| U.S. Government/Agency | $384,547,478 | 14.5% |
| Total | $2,652,051,572 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER BEACON | RIDGE EAGLE | BH97YT5IV | CZBN | 3.73% | $80,711,566 |
| EAGLE VALUE SUMMIT | NORTH VITAL | VXCHF6VDX | JPBWT | 3.88% | $32,819,589 |
| PEAK MOMENTUM | ZENITH EMBER | DY6HFRQCI | DAMMQ | 9.34% | $111,604,984 |
| VERTEX FOUNDATION RADIAL | ELEMENT OPTIMA | RAAI62IZH | QNIX | 6.81% | $15,080,109 |
| HARBOR ATLAS HARBOR | MOMENTUM ELEMENT | IHAAH2I8C | GPV | 5.54% | $86,799,055 |
| FOUNDATION EMBER QUANTUM | OAK PIONEER | 0C9OWLQTT | WSJX | 3.37% | $38,549,383 |
| BRIDGE WAVE | QUANTUM RIDGE | 7277YWIOF | TQSRF | 5.32% | $17,423,169 |
| RIDGE VALUE | OAK CATALYST | BM20KA87S | KUNVH | 3.01% | $101,793,259 |