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| Genesee Capital Advisors LLC
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|---|---|
| CRD # | 167353 |
| SEC # | 801-77930 |
| CIK # | 0001652348 |
| AUM | 420.3 M (2026-06-01) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 315-554-3020 |
| Address | 46 South Street Auburn, NY 13021 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001652348 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.8 | ||
| Nvidia Corp | 3.5 | ||
| Microsoft Corp | 2.7 | ||
| Broadcom Inc | 2.6 | ||
| Amazon Com Inc | 2.4 | ||
| Williams Companies Inc | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| iShares Bitcoin Trust | 2.0 | ||
| Advanced Micro Devices Inc | 2.0 | ||
| Amerisourcebergen Corp | 2.0 | ||
| Facebook Inc | 1.9 | ||
| Intercontinentalexchange Group Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 113.7 |
| (b) Individuals (high net worth individuals) | 118 | 289.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 14.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,531 | 420.3 |
| By Discretionary | ||
| Discretionary | 1,520 | 415.1 |
| Non-Discretionary | 11 | 5.2 |
| Total | 1,531 | 420.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.3 | |
| Total | 1,531 | 420.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001652348] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Investment Planning Advisors
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GA | 421.7 M |
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Primetrust Advisors LLC
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Giverny Capital Advisors LLC
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NJ | 420.9 M |
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Graham Bordelon Golson & Gilbert Inc
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LA | 420.8 M |
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Rubicon Advisors GP
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CA | 420.7 M |
|
Acima Private Wealth LLC
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VA | 420.4 M |
|
Exeter Financial LLC
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AZ | 420.2 M |
|
Point Bridge Capital LLC
✚
|
TX | 419.7 M |
|
Bowman & Company SC
✚
|
WI | 419.0 M |
|
Silver Oak Advisory Group Inc
✚
|
OR | 418.9 M |