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RIA / WealthAdvisor24 years in industry

RAFAEL ANTONIO VILLAGRAN

Advisor at GENESIA INVESTMENTS LLC

GREER, SC

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Search this name across graphsid dfx:ria:6dcc85bb-ac9e-12fd-accc-ba98c73a6339

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 26, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENESIA INVESTMENTS LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 4, 2016
First registration: Jul 26, 2002
Dual registered: no
IAPD individual key: 1407829

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENESIA INVESTMENTS LLC	Asset manager	Jan 21, 2025	n/a	yes	GREER, SC	Current employment
NORTHWEST ASSET MANAGEMENT	Independent wealth	Jul 21, 2021	Feb 1, 2024	no	Greer, SC\|MERCER ISLAND, WA	Previous registration
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Aug 1, 2017	Jul 29, 2019	no	Seattle, WA\|BELLEVUE, WA	Previous registration
RIGEL CAPITAL LLC	n/a	Sep 14, 2009	Jun 30, 2010	no	SEATTLE, WA	Previous registration
GENESIA CAPITAL ADVISORS	n/a	Jul 24, 2008	Sep 29, 2009	no	SHORELINE, WA	Previous registration
GENESIA CAPITAL ADVISORS	n/a	Jul 9, 2008	Jul 9, 2008	no	SHORELINE, WA	Previous registration
RIGEL CAPITAL LLC	n/a	Oct 16, 2003	Nov 29, 2007	no	SEATTLE, WA	Previous registration
RIGEL CAPITAL MANAGEMENT INC	n/a	Jul 26, 2002	Dec 31, 2004	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHWEST ASSET MANAGEMENT	GENESIA INVESTMENTS LLC	Feb 1, 2024	Jan 21, 2025	355	Firm change	Other
COLDSTREAM WEALTH MANAGEMENT	NORTHWEST ASSET MANAGEMENT	Jul 29, 2019	Jul 21, 2021	723	Firm change after gap	RIA to RIA
RIGEL CAPITAL LLC	COLDSTREAM WEALTH MANAGEMENT	Jun 30, 2010	Aug 1, 2017	2,589	Firm change after gap	Other
GENESIA CAPITAL ADVISORS	RIGEL CAPITAL LLC	Sep 29, 2009	Sep 14, 2009	-15	Firm change	Other
RIGEL CAPITAL LLC	GENESIA CAPITAL ADVISORS	Nov 29, 2007	Jul 9, 2008	223	Firm change	Other
RIGEL CAPITAL MANAGEMENT INC	RIGEL CAPITAL LLC	Dec 31, 2004	Oct 16, 2003	-442	Firm change after gap	Other

Relationships

Registered with (6)

→ GENESIA INVESTMENTS LLCRegistered adviserregistration: current employment
Jan 21, 2025 to presentfactForm ADV
→ NORTHWEST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jul 21, 2021 to Feb 1, 2024factForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 1, 2017 to Jul 29, 2019factForm ADV
→ RIGEL CAPITAL LLCRegistered adviserregistration: previous registration
Sep 14, 2009 to Jun 30, 2010factForm ADV
→ GENESIA CAPITAL ADVISORSRegistered adviserregistration: previous registration
Jul 24, 2008 to Sep 29, 2009factForm ADV
→ RIGEL CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Jul 26, 2002 to Dec 31, 2004factForm ADV

Dated events

Occurred
Feb 1, 2024
Advisor changed firm
Rafael Antonio Villagran left Northwest Asset Management for Genesia Investments Llc (registered 2025-01-21)
Form ADVobserved 4 days ago