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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight radialCrest +more
- Established Date
- 04-01-1998
- Office Locations
- 2
Office Locations
About Genter Capital Management
Genter Capital Management (Los Angeles) has managed conservative, individualized portfolios since 1968 for high-net-worth individuals and institutions including foundations, endowments, trusts, banks, insurers, benefit plans and mutual funds. The firm offers a broad range of strategies from equity to municipal fixed income for private clients and advisors, and was ranked No. 18 on the 2021 CNBC Financial Advisor 100 list with a PSN Top Guns award for its taxable quality intermediate fixed income composite.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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%
Eagle beacon
Unison optima
- CRD
- #89258
- Ownership
- 11.5%
Showing 2 of 11 owners & executives
Unlock allContacts
ROBERT JAMES HUNT JR
Senior Vice President Director National Primerica
- CRD
- #1360673
DAVID PRESTON KLATT
First Vice President, Equity Portfolio Manager
- CRD
- #2926413
Zenith eagle
Ember zenith signal
- CRD
- #24308
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,098,100,479 | $1,187,261 |
| Non-Discretionary | $0 | -- |
| Total | $5,098,100,479 | $1,187,261 |
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Separately Managed Accounts
Total SMA Asset: $4,932,420,483
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $134,573,397 | 27.6% |
| Municipal Bonds | $108,731,404 | 22.3% |
| Public Funds | $155,539,542 | 31.9% |
| U.S. Government/Agency | $37,056,443 | 7.6% |
| Cash | $51,683,985 | 10.6% |
| Total | $487,584,771 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER EAGLE CREST | NORTH OPTIMA | 739BIXEQY | BSB | 0.62% | $40,988,664 |
| FOCUS QUANTUM | EMBER ZENITH | XAUP8P0AZ | OBUL | 3.58% | $104,449,451 |
| EMBER PIONEER EAGLE | CREST EAGLE | VDC7VKUXD | UTOQO | 4.19% | $97,160,514 |
| QUANTUM OAK FOCUS | ELEMENT PATHWAY | C6D3F7RT1 | XRMJG | 9.65% | $85,642,088 |
| VITAL CATALYST ELEMENT | ALPHA FOCUS | QEMFHN70O | JXG | 10.37% | $67,085,541 |
| SUMMIT CREST | MATRIX FUSION | SMQNLJCKT | XLEKL | 4.06% | $31,406,425 |
| ALPHA INSIGHT | OPTIMA HORIZON | 47D2VKUFG | MFBSS | 2.07% | $117,882,061 |
| FOCUS INSIGHT OPTIMA | PIONEER ZENITH | K19ZC13DS | FIE | 9.71% | $23,274,922 |