SourcingSourcing

GENESIS ADVISORS, LLC

C43
CRD 151976·SEC 801-134853·FISHERS, IN
AUM
$121.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$364K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GENESIS ADVISORS, LLC
CRD
151976
SEC file #
801-134853
EIN
—
DBA names
—

Economics

AUM
$121.2M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other110
Individuals High Net Worth14
Charitable Organizations8

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
FISHERS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
genesisadvisors.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATHIOUDAKIS, MICHAEL, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MATHIOUDAKIS, MICHAEL, ROBERT
GRABER, BRADLEY, ERIC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GENESISADVISORS.NET
Rdap Domain Creation Date
2010-01-15T17:18:49Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Name.com, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4607
Soi Zip Pct 200k Plus
0.1976
Soi Zip Returns 200k Plus
4,500
Soi Zip Total AGI
3,510,807
Fdic Zip Total Deposits
28,822,582,000
Fdic Zip Branch Count
221
Fdic Zip Top Banks
First Internet Bank of Indiana
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Union Federal Bank of IndianapolisFishers, IN
STAR Financial BankFishers, IN
Fdic Zip HHI
3137.38
Fdic Zip Top Bank Share Pct
53.12
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-15T17:18:49Z
Rdap Domain Last Changed
2025-12-24T17:20:27Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI51,362
Returns4,940
Stub 2
AGI108,498
Returns2,910
Stub 3
AGI146,749
Returns2,370
Soi Zip Total Business Income
95,854
Soi Zip Total Cap Gains
286,673
Soi Zip Total Dividends
70,067
Soi Zip Total Returns
22,770
Top Owner CRD
1693094
Trust Company Affiliate
No

People (4)

4
MATHIOUDAKIS, MICHAEL, ROBERT
IAR · Direct Owner · 87.5%
1693094
GRABER, BRADLEY, ERIC
IAR · Executive Officer · 2.5%
2740459
ADAM THOMAS ZOELLER
IAR
7749356
JULIAN OCEA STRICKLAND
IAR
7927973