Genter Advisors Llc
- Regulatory AUM
- $183M
- Discretionary
- $183M
- Clients
- 569
- Avg AUM / client
- $321K
- Accounts
- 569
- Employees
- 63
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 515 | $116M | 63.6% |
| High net worth individuals | 29 | $50.0M | 27.4% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 20 | $10.2M | 5.6% |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 5 | $6.2M | 3.39% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel John Genter | President/Ceo/Cio | Mar 1998 (28y) | ≈ 56.25% – 100% via Genter Capital Llc | |
| Gutierrez, Manuel, Aga | Sr. Vice President/Cfo/Chief Compliance Officer | Jun 2001 (25y) | Less than 5% | |
| Timothy Judson Demshki | Sr. Vice President/Director Of Private Client Division | Jul 2002 (24y) | Less than 5% | |
| Brian Lawrence Elliott | Sr. Vice President/Director Of Institutional Division | Jan 2012 (15y) | Less than 5% | |
| Alexander Joseph Hall | Sr. Vice President/Director Of Taxable Fixed Income | Apr 2016 (10y) | Less than 5% | |
| Brian John Pytlewski | Sr. Vice President/Director Of Municipal Fixed Income | Apr 2016 (10y) | Less than 5% | |
| Rajiv Randhir Vyas | Sr. Vice President/Director Of Credit Research | CFA | Mar 2020 (6y) | Less than 5% |
| Barry, John, Nmn | Sr. Vice President Operations | Aug 2021 (5y) | Less than 5% | |
| Barber, James, Laurance | Sr. Vice President | Jan 2022 (5y) | Less than 5% | |
| David William Pescherine | Sr. Vice President/Director Of Equity | CFA | Jan 2022 (5y) | Less than 5% |
| Paul Morris Ryan | Sr. Vice President/Fixed Income Portfolio Manager | Mar 2022 (4y) | Less than 5% | |
| Charles Hynson Warner | Registered representative | Jul 2001 (25y) | ||
| Ellen Fred Strauss | Registered representative | Jul 2002 (24y) | ||
| Olivia Rose La Qua | Registered representative | Mar 2024 (2y) | ||
| William Frank Klepper | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Genter Capital Llc | Owner/Member | Jun 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daniel John Genter: 75% – 100% of Genter Capital Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • ONE-TIME INITIAL SET UP FEE OF $250.00
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $183M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗