John A Genung III
Advisor at Lido — Los Angeles, CA Century Park East
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Los Angeles, CA 90067
Lido
Enterprise
John Genung III is a financial advisor at Lido in Los Angeles, California, holding a Series 65 designation. He joined Lido in 2025 and has prior experience with Chilton Capital Management LLC and Northwestern Mutual Investment Services, LLC. Genung’s background also includes education roles at Louisiana State University and earlier teaching positions at Memorial High School and Spring Branch Middle School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and related services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains active roles as a sub-adviser to various funds, supported by a network of affiliated entities offering trust, tax, insurance, and brokerage services.
Based on Lido
Based on Lido
Fixed fees negotiated with certain ultra-high-net-worth clients or for financial planning services
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500/hour, negotiable fixed rates or percentage-based fees for financial planning and consultation services
Certain Lido Private Funds charge performance-based fees; other fees may be assessed at underlying private fund manager level
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually), subject to waiver or adjustment
Los Angeles, CA Century Park East
1875 Century Park East, Suite 950
Los Angeles CA 90067
Advisors at this office
311
California · Texas
< 1 year of industry experience
Lido Advisors, LLC
2026 - Present • 1 year
Los Angeles, CA
Lido Advisors, LLC
2025 - 2026 • 1 year
Los Angeles, CA
Unemployed
2025 - 2025 • 1 year
Houston, TX
Chilton Capital Management LLC
2024 - 2025 • 1 year
Houston, TX
Northwestern Mutual Investment Services, LLC
2024 - 2025 • 1 year
Baton Rouge, LA
Investar Bank
2023 - 2023 • 1 year
Baton Rouge, LA
Louisiana State University
2021 - 2025 • 4 years
Baton Rouge, LA
Memorial High School
2017 - 2021 • 4 years
Houston, TX
Spring Branch Middle School
2014 - 2017 • 3 years
Houston, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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