Genesee Capital Advisors, LLC
Genesee Capital Advisors, LLC is a registered investment adviser headquartered in Auburn, New York. The firm was founded in May 2013 and is owned and operated by Michael Hearn. With approximately 4 employees, Genesee Capital Advisors provides financial advice and investment strategies tailored to individual, high net worth, and charitable clients, managing over $375 million in assets. The team brings more than 65 years of combined experience in investment management, focusing on comprehensive financial planning and independent advisory services.
Investment Strategy
Genesee Capital Advisors constructs custom investment strategies based on client needs, focusing on diversified portfolios comprising individual stocks, ETFs, and mutual funds. The firm's approach centers on long-term growth, risk management, and portfolio construction tailored to each client's financial objectives, whether individual, high net worth, or charitable organization. The team actively adjusts holdings and allocations to reflect market conditions and client-specific goals, emphasizing independent advice and disciplined investment processes.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 16.17% | $36.1M | 1,514,413 | $18.44 | $23.83 | +$4.0M |
F FXL | FIRST TR EXCHANGE TRADED FD | 7.64% | $17.0M | 108,328 | $123.10 | $157.36 | +$2.8M |
Q QQQ | INVESCO QQQ TR | 4.22% | $9.4M | 17,071 | $450.77 | $551.64 | +$1.5M |
A AAPL | APPLE INC | 3.86% | $8.6M | 41,990 | $144.26 | $205.17 | -$679.9K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.19% | $7.1M | 14,667 | $346.74 | $485.77 | -$626.9K |