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GENESIS INVESTMENTS

OOLTEWAH, TN · CRD 310878 · IAPD ↗ · genesis.investments · 423-290-2619

$112.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — GENESIS INVESTMENTS (OOLTEWAH, TN) is newly SEC-registered with $102.6M 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.