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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$86.6MItem 5.F on the latest filing (2026-01-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$86.6M

Private client RAUM

$86.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$86.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

196

Individual clients

46

High net worth clients

90

SEC number

801-108428

CRD

125350

Filings on the tape

18

First filed

Mar 15, 2016

Latest filed

Jan 16, 2026

Organised

Corporation, NY

Website

genesisassetmgmt.com

• Occurred

  Mar 15, 2016
  First Form ADV filing

  Genesis Asset Management Group, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d32dcff1-4a16-49b8-ee3e-38f7fa54a5cc

First observed

Mar 15, 2016

Last observed

Jan 16, 2026 8 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.