G
Geneva Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$157,850,273
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
31% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
LowAverage account size
$4,047,443
About
Geneva Financial Group provides investment advisory and asset management services to individuals, high net worth clients, corporations and family offices. The firm offers ongoing portfolio management, retirement rollover recommendations, and advice across a broad set of investments including mutual funds, ETFs, structured notes, exchange-listed and over-the-counter securities.
GFG manages accounts based on clients’ financial situation, investment objectives and risk tolerance, and offers both discretionary and non‑discretionary account arrangements while actively monitoring holdings and adjusting cash levels as warranted. The firm employs a mix of fundamental, technical and charting analysis and uses strategies ranging from long‑ and short‑term purchases to options, margin transactions, short sales and trading of structured products.
As of December 31, 2025 GFG reported $233,663,445 in client assets, including $71,492,229 managed on a non‑discretionary basis, which is a relatively large non‑discretionary allocation compared with many supported firms and means a material portion of assets are traded only with client consent. The firm’s use of complex instruments (structured notes and derivatives), its stated ERISA/IRC retirement rollover fiduciary procedures, and its practice of not voting client proxies are operational features that distinguish its service model from many peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
0.75% to 1.50% annually (negotiable based on factors such as client type, complexity, account size, relationship, etc.)
Account minimum: $250,000
Main office location
Geneva Financial Group
2060 W. County Line Rd
Jackson NJ 08527, United States
Number of offices
1
Most active in
Geneva Financial Group has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
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.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")