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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2001
- Office Locations
- 2
Office Locations
About Genter Advisors LLC
Genter Advisors LLC is a Los Angeles-based RIA serving retail and institutional clients with personalized investment management and custom-designed portfolios. The firm supports investment advisor representatives and their clients with tools and strategies for long-term goals, with an asset-allocation approach using ETFs, mutual funds, and fixed income. Custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 28, 2025 and April 1, 2026, reported AUM increased 12.0%, from $163.2M to $182.8M.
Across 5 reported observations, AUM decreased 4.2% between November 3, 2022 and April 1, 2026, from $190.8M to $182.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 569 clients, or 142.3 clients per representative. That equates to $321.2K in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on April 1, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN BARRY
Director Of Operations
- CRD
- --
- Ownership
- Less than 5%
TIMOTHY JUDSON DEMSHKI
Director, Senior Vice President
- CRD
- #2488842
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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JESUS ARNULFO CEJA
--
- CRD
- #7250330
WILLIAM FRANK KLEPPER
Senior Vice President
- CRD
- #1349043
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,750,078 | $321,178 |
| Non-Discretionary | $0 | -- |
| Total | $182,750,078 | $321,178 |
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Separately Managed Accounts
SMA allocation detail is available
Genter Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Genter Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.