Genesis Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$106,768,282
Clients
262
Advisors
4
of 4 employees
About
Genesis Investments (Genesis Investment Advisors, LLC) is a SEC-registered advisory firm formed in 2020 and wholly owned by Hunter Dees. The four-advisor team manages about $112.5 million for roughly 262 clients and serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting.
The firm combines asset-allocation strategies with fundamental, qualitative and technical analysis and implements portfolios using individual stocks, bonds, ETFs, mutual funds, fixed income and other public and private securities. Portfolios are continuously monitored and rebalanced, and clients may receive tailored restrictions; the firm also offers biblically responsible investment portfolios for clients seeking investments aligned with biblical values.
Noteworthy features include a compact team administering both discretionary (approximately $87.8 million) and non-discretionary (approximately $24.7 million) assets while providing ongoing ERISA-aware retirement plan consulting. Representatives are licensed insurance agents and the firm recommends Schwab as custodian, arrangements the brochure discloses can create potential conflicts of interest (commissions and custodial service benefits) that the firm says it manages through its fiduciary policies.
Client services
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.50%
Main office
9448 Bradmore Ln, Ste 212
Ooltewah TN 37363
Advisors at this office
4
Most active in
Georgia · Tennessee · Texas
Also doing business as
Genesis Investment Advisors, LLC · Genesis Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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.
Advisors at this firm
James D
Series 66
Ooltewah, TN
Genesis Investments
James Dees is a financial advisor at Genesis Investments with 12 years of industry experience. He has been with Genesis Investment Advisors, LLC since 2020 and previously worked at Edward Jones from 2014 to 2020. James holds a Series 66 designation. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages portfolios using asset-allocation strategies combined with fundamental, qualitative, and technical analysis, offering tailored investment solutions including biblically responsible portfolios.
Martin C
Series 66
Ooltewah, TN
Genesis Investments
Martin Conley Jr. is a financial advisor at Genesis Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining Genesis Investments. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs asset-allocation strategies combined with fundamental, qualitative, and technical analysis, managing portfolios using a variety of securities including individual stocks, bonds, ETFs, and mutual funds.
Melissa H
Series 66
Ooltewah, TN
Genesis Investments
Melissa Hill is a financial advisor at Genesis Investments with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Genesis Investment Advisors, LLC in 2025. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes a combination of asset-allocation strategies, fundamental and technical analysis, and offers biblically responsible investment portfolios.
Michele S
Series 66
Ooltewah, TN
Genesis Investments
Michele Sloan is a financial advisor at Genesis Investments with 13 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for over a decade. Additionally, Sloan serves as a check signer for Southern Sight and Sound. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, pension plans, and business entities. The firm employs a combination of asset-allocation strategies and fundamental, qualitative, and technical analysis to create and manage diversified portfolios, including offerings tailored to biblically responsible investing.
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