CRD: 108618
Genter Capital Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and April 1, 2026, reported AUM increased 12.6%, from $4.5B to $5.1B.
Across 5 reported observations, AUM increased 12.9% between November 3, 2022 and April 1, 2026, from $4.5B to $5.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 35,038 clients, or 2,695.2 clients per representative. That equates to $145.5K in reported AUM per client.
The profile lists 2 reported office locations and 28 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
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- 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
ROBERT JAMES HUNT JR
Senior Vice President Director National Primerica
- CRD
- #1360673
Showing 2 of 22 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
SMA allocation detail is available
Genter Capital Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Genter Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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