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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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