Gen2 Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,982,200
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$3,248,888
About
Gen2 Advisors, LLC provides ongoing portfolio management and financial planning and consulting primarily for high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and business entities. The firm’s brochure notes it does not generally serve non‑high‑net‑worth individual clients and structures each engagement around a written Investment Policy Statement.
The firm applies a mix of analytical methods—including fundamental, quantitative, technical, charting, and modern portfolio theory—and implements strategies that emphasize long‑term trading while retaining the ability to use margin and certain commodity and precious‑metal ETFs. Gen2 typically requests discretionary trading authority, requires custody at Schwab Institutional, and offers both asset‑based advisory arrangements and fixed‑fee financial planning engagements.
Noteworthy distinctions include a disclosed affiliation between the firm’s principal and another registered investment adviser (Cyndeo Wealth Partners), a relationship the brochure flags as a potential conflict of interest and for which clients may elect whether to use outside services. The brochure also discloses operational practices that differ from many peers—such as not aggregating trades for multiple clients and explicitly permitting margin use—which can affect execution and risk profiles.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Between $10,000 and $25,000 (fixed fee for financial planning and consulting)
$0 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Main office location
Gen2 Advisors, LLC
Maitland FL, United States
Number of offices
1
Most active in
Gen2 Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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