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GENERATE CAPITAL ADVISORS, PB LLC

SAN FRANCISCO, CA · CRD 318680 · IAPD ↗ · 415-360-3063

$737.2MRegulatory AUM
11Advisory reps
29Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — GENERATE CAPITAL ADVISORS, PB LLC shrank from 61 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2025 — GENERATE CAPITAL ADVISORS, PB LLC shrank from 74 to 61 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — GENERATE CAPITAL ADVISORS, PB LLC crossed $500M in regulatory AUM ($100.0M -> $755.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
February 2024 — GENERATE CAPITAL ADVISORS, PB LLC now reports custody of client assets ($200.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
February 2024 — GENERATE CAPITAL ADVISORS, PB LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
February 2024 — GENERATE CAPITAL ADVISORS, PB LLC now reports 1 private fund(s) ($100.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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