This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$234MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$162M

Private client RAUM

$158MderivedItem 5.D individuals plus high net worth individuals

Private client share

68%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$234Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

111

Individual clients

27

High net worth clients

12

SEC number

801-130720

CRD

331944

Filings on the tape

7

First filed

Jun 20, 2024

Latest filed

Jun 15, 2026

Organised

Limited Liability Company, NJ

• Occurred

  Jun 20, 2024
  First Form ADV filing

  Geneva Financial Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4b3dd1a7-c61a-8edf-0707-0a3fa870b15f

First observed

Jun 20, 2024

Last observed

Jun 15, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.