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GENESIS ADVISORS, LLC

FISHERS, IN · CRD 151976 · IAPD ↗ · genesisadvisors.net · 317-577-6900

$121.2MRegulatory AUM
4Advisory reps
4Employees
21Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — GENESIS ADVISORS, LLC (FISHERS, IN) is newly SEC-registered with $120.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.