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Los Angeles, CA Office

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Genter Capital Management logo

Genter Capital Management

Multi-team

Firm-wide stats for Genter Capital Management

Total advisors

21

Across 2 offices

Clients per advisor

194 Very High

Avg AUM per client

$1,042,588 High

HNW client ratio

23% Typical

About

Genter Capital Management provides discretionary investment supervisory services to a mix of individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and state or local government entities. The firm manages both equity and fixed‑income portfolios and acts as adviser to the Genter Capital Dividend Income Fund (GDIIX) and as sub‑advisor to several ETFs, operating with a multi‑team advisory staff.

The firm’s investment process combines fundamental company analysis with quantitative valuation and fixed‑income techniques such as duration management and break‑even analysis, and it uses both external research and internal analysis to select and monitor positions. Strategies include large and mid‑cap common stocks, corporate and municipal bonds, and model portfolio offerings; portfolio managers set and implement guidelines under an Investment Policy Committee.

Genter Capital is notable for its long operating history (founded in 1968) and for business lines that are uncommon among peers of its size: it serves investment company clients and acts as an ETF sub‑advisor, and it reports a high client load per advisor (over 200 clients per advisor). The firm does not provide financial planning services and limits certain cross‑trades to municipal bonds, reflecting a specific emphasis on municipal fixed‑income capabilities.

Based on Genter Capital Management

Expertise

Wealth management

Based on Genter Capital Management

Location

11601 Wilshire Boulevard, 25th Floor

Los Angeles CA 90025

Advisors at this office

20

Advisors at this office

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Olivia L

Series 65

Los Angeles, CA

Genter Capital Management

Olivia La Qua is a financial advisor at Genter Advisors LLC with two years of industry experience. She holds a Series 65 designation and has worked at Genter Capital Management since 2022. Prior to her current role, she held positions at Geico and the San Diego Workforce Partnership. Genter Advisors LLC provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a combination of fundamental and cyclical analysis to select pooled investment vehicles, offering both pooled mutual fund and ETF strategies as well as separate account management.

Wealth management
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Paul R

Series 66

Los Angeles, CA

Genter Capital Management

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

Wealth management
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Robert H

Series 63, Series 65

Los Angeles, CA

Genter Capital Management

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Wealth management
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Glen N

CFA®

Los Angeles, CA

Genter Capital Management

Glen Nam is a CFA® charterholder and financial advisor at Genter Capital Management in Los Angeles, CA, with 15 years of industry experience. He has been with Genter Capital Management since 2011. Genter Capital Management provides discretionary investment supervisory services to a diverse range of individual and institutional clients, managing both equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis in its investment process and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to multiple ETFs.

Wealth management
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Alexander H

Series 66

Los Angeles, CA

Genter Capital Management

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Wealth management
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Timothy D

Series 63, Series 65

Los Angeles, CA

Genter Capital Management

Timothy Demshki is a financial advisor at Genter Capital Management in Los Angeles, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quasar Distributors, LLC since 2001. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered fund and multiple ETFs, and oversees $7.1 billion in assets as of the end of 2024.

Wealth management
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Ellen S

Series 63, Series 66

Los Angeles, CA

Genter Capital Management

Ellen Strauss is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been associated with Quasar Distributors, LLC and Rnc Capital Management LLC for over two decades. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and serves as adviser to mutual funds and sub-advisor to ETFs.

Wealth management
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Rajiv V

CFA®

Los Angeles, CA

Genter Capital Management

Rajiv Vyas is a CFA® charterholder and a financial advisor at Genter Capital Management in Los Angeles, CA, with 10 years of industry experience. He has been with Genter Capital since 2012. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, endowments, trusts, corporations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered dividend income fund and multiple ETFs, and oversees $7.1 billion in assets as of 2024.

Wealth management
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Cameron L

Series 66

Los Angeles, CA

Genter Capital Management

Cameron Lavey is a financial advisor at Genter Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Genter Capital since 2010, concurrently serving at IMST Distributors, LLC since 2013. Genter Capital Management provides investment supervisory services to a diverse client base including individuals, institutions, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and oversees a registered fund and several ETFs.

Wealth management
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Charles W

Series 63, Series 65

Los Angeles, CA

Genter Capital Management

Charles Warner is a financial advisor at Genter Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Quasar Distributors, LLC since 2001. Located in Los Angeles, CA, he is part of a multi-team advisory staff. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors such as pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Wealth management
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William K

Series 65

Los Angeles, CA

Genter Capital Management

William Klepper is a financial advisor at Genter Capital Management with 21 years of industry experience. He holds a Series 65 designation and has been with Genter Capital since 2008. Outside of his advisory role, Klepper teaches at California Lutheran University and Keller Graduate School. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental analysis and quantitative techniques across equity and fixed-income strategies, managing a registered fund and multiple ETFs while overseeing $7.1 billion in assets.

Wealth management
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Jesus C

Series 65

Los Angeles, CA

Genter Capital Management

Jesus Ceja is a financial advisor at Genter Capital Management with a Series 65 designation and one year of industry experience. He has worked at several firms, including Westside Investment Management and Trilogy Financial, before joining Genter Capital Management in 2023. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios as well as serving as adviser and sub-advisor to investment funds and ETFs. The firm employs a multi-team advisory staff and uses a combination of fundamental and quantitative analysis in its investment approach.

Wealth management
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David K

Series 65

Los Angeles, CA

Genter Capital Management

David Klatt is a financial advisor at Genter Capital Management in Los Angeles, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Genter Capital Management since 1999. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension and profit-sharing plans, foundations, endowments, trusts, corporations, investment companies, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Wealth management
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Steven M

Series 65

Los Angeles, CA

Genter Capital Management

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Wealth management
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Brian E

Series 63, Series 65

Los Angeles, CA

Genter Capital Management

Brian Elliott is a financial advisor at Genter Capital Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Genter Capital Management since 2012. Elliott also serves as Senior Vice President and Director of the Institutional Division, focusing on direct sales and marketing activities for that segment. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs, combining fundamental and quantitative analysis within a disciplined investment process.

Wealth management
View complete list of advisors at this office
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