DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gencap Portfolio Management
Legal name Front Row Advisors LLC
Latest filing Mar 12, 2026
First filing on the tape Aug 18, 2015 · 30 filings
SEC status approved since Aug 25, 2015
RAUM
$420M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
95%
$401M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$60.1M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$420M as of Mar 12, 2026
Mar 8, 2016$118M then
HNW client RAUM$303M as of Mar 12, 2026
Mar 10, 2018$53.0M then
State-registered IARs (5.B.3)8 as of Mar 12, 2026
Mar 8, 20165 then
Employees (5.A)8 as of Mar 12, 2026
Mar 8, 20166 then
Private funds: no history
RAUM +6.1% over the last fiscal year+18% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Mar 12, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $60.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $761,645derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.4%derived
- Compensation
- percentage of assets, hourly, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Custody
- $382M, 183 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$303M72%
- Individuals$98.5M23%
- Other investment advisers$13.0M3.1%
- Pension and profit-sharing plans$4.5M1.1%
- Charitable organizations$2.0M0.5%
- Individual clients
- 56reported
- HNW clients
- 120reported
- Pension plan clients
- 3reported
- Charitable clients
- 4reported
- Accounts
- 552reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $382M for 183 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.03 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Reid VogelCertified Financial Planner, Chartered Financial Analyst | Tiburon, Ca | Aug 25, 2015 | 39 y | 2 |
| Andrew Paul Williams | Tiburon, Ca | Nov 12, 2015 | 39 y | 2 |
| Stephen Andrew Bradley | Tiburon, Ca | Nov 16, 2015 | 19 y | 3 |
| Lyle Eils Bonn | Tiburon, Ca | Dec 14, 2015 | 45 y | 2 |
| William A Paine | Tiburon, Ca | Apr 6, 2017 | 20 y | 3 |
| Jennifer Mary Schmitz | Tiburon, Ca | Oct 16, 2017 | 28 y | 5 |
| Marc Giles Edwards | Tiburon, Ca | Jun 4, 2021 | 35 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Marc Giles Edwards from Winans InvestmentsJun 4, 2021 · RIA to RIA
- Jennifer Mary Schmitz from I2i Analytics, LLCOct 16, 2017 · Other
- William A Paine from B Riley Wealth ManagementApr 6, 2017 · Other
- Lyle Eils Bonn from Quantum Capital ManagementDec 14, 2015 · Other
- Stephen Andrew Bradley from Crosspoint Capital ManagementNov 16, 2015 · Other
- Andrew Paul Williams from Crosspoint Capital ManagementNov 12, 2015 · Other
- Michael Reid Vogel from Crosspoint Capital ManagementAug 25, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Crosspoint Capital ManagementNov 17, 2015 · Orinda, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Reid Michael Vogel · Managing Member & Chief Compliance Officercontrolsince 08/2015 · owns less than 5%
- Andrew Stephen Bradley · Membercontrolsince 08/2015 · owns 75% or more of Gencap Partners, LLC
Entity owners
- Gencap Partners, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Michael Vogelinvestment companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tiburon, Ca · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 546 to 552Feb 20, 2025 to Mar 12, 2026
- Charity clients · 2 to 4Feb 20, 2025 to Mar 12, 2026
- HNW clients · 131 to 120Feb 20, 2025 to Mar 12, 2026
- Individual clients · 55 to 56Feb 20, 2025 to Mar 12, 2026
- Assets in custody · $358M to $382MFeb 20, 2025 to Mar 12, 2026
- Financial planning clients · 11-25 to 26-50Feb 20, 2025 to Mar 12, 2026
- Discretionary RAUM · $358M to $382MFeb 20, 2025 to Mar 12, 2026
- HNW RAUM · $274M to $303MFeb 20, 2025 to Mar 12, 2026
- Individual RAUM · $92.5M to $98.5MFeb 20, 2025 to Mar 12, 2026
- Non-discretionary RAUM · $38.3M to $38.1MFeb 20, 2025 to Mar 12, 2026
- Pension RAUM · $4.0M to $4.5MFeb 20, 2025 to Mar 12, 2026
- RAUM · $396M to $420MFeb 20, 2025 to Mar 12, 2026
- Individual clients · 62 to 55Mar 21, 2024 to Feb 20, 2025
- Accounts · 495 to 546Mar 21, 2024 to Feb 20, 2025
- HNW clients · 112 to 131Mar 21, 2024 to Feb 20, 2025
- Pension plan clients · 5 to 3Mar 21, 2024 to Feb 20, 2025
- Assets in custody · $277M to $358MMar 21, 2024 to Feb 20, 2025
- Financial planning clients · 11-25 to 11-25Mar 21, 2024 to Feb 20, 2025
- Discretionary RAUM · $277M to $358MMar 21, 2024 to Feb 20, 2025
- HNW RAUM · $188M to $274MMar 21, 2024 to Feb 20, 2025
- Individual RAUM · $91.6M to $92.5MMar 21, 2024 to Feb 20, 2025
- Non-discretionary RAUM · $32.6M to $38.3MMar 21, 2024 to Feb 20, 2025
- Pension RAUM · $2.9M to $4.0MMar 21, 2024 to Feb 20, 2025
- RAUM · $309M to $396MMar 21, 2024 to Feb 20, 2025
- Accounts · 468 to 495Jan 16, 2024 to Mar 21, 2024
- Charity clients · 1 to 2Jan 16, 2024 to Mar 21, 2024
- HNW clients · 12 to 112Jan 16, 2024 to Mar 21, 2024
- Individual clients · 91 to 62Jan 16, 2024 to Mar 21, 2024
- Pension plan clients · 4 to 5Jan 16, 2024 to Mar 21, 2024
- Assets in custody · $224M to $277MJan 16, 2024 to Mar 21, 2024
- Discretionary RAUM · $224M to $277MJan 16, 2024 to Mar 21, 2024
- HNW RAUM · $93.5M to $188MJan 16, 2024 to Mar 21, 2024
- Individual RAUM · $137M to $91.6MJan 16, 2024 to Mar 21, 2024
- Non-discretionary RAUM · $30.7M to $32.6MJan 16, 2024 to Mar 21, 2024
- Pension RAUM · $4.0M to $2.9MJan 16, 2024 to Mar 21, 2024
- RAUM · $255M to $309MJan 16, 2024 to Mar 21, 2024
- Accounts · 466 to 468Feb 1, 2022 to Feb 8, 2023
- Corporate clients · 1 to 0Feb 1, 2022 to Feb 8, 2023
- HNW clients · 17 to 12Feb 1, 2022 to Feb 8, 2023
- Individual clients · 154 to 91Feb 1, 2022 to Feb 8, 2023
Signals
1 dated events
- Front Row Advisors Llc filed its initial SEC registration (Form ADV)Aug 18, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- bcorley@gencappm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 415-797-6003reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- GENCAPPM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (415) 797-6003reportedpublic record, Form ADV, Mar 12, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $60.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026