Data / Investment advisers / Wisconsin / Geneva Capital Management LLC
Geneva Capital Management LLC, Milwaukee, WI: $5.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Geneva Capital Management LLC is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $5.6 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include investment companies, state and municipal governments and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees.
The request: Watch Geneva Capital Management LLC (CRD number 105432): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105432
- SEC file number
- 801-28444
- SEC status
- Approved, effective December 4, 1986
- Main office
- 411 E. Wisconsin Ave. Suite 2320, Milwaukee, WI 53202
- Phone
- (414) 224-6002
- Website
- genevacap.com
- Regulatory AUM
- $5,604,553,098 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $5,604,553,098
- Accounts
- 4,049
- Employees
- 20, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $1.73 billion |
| State or municipal government entities | 11 | $802.8 million |
| Corporations or other businesses | 15 | $641.2 million |
| Pension and profit sharing plans | 17 | $596.4 million |
| High net worth individuals | 95 | $424.1 million |
| Pooled investment vehicles | 3 | $290.6 million |
| Charitable organizations | 23 | $173.6 million |
| Individuals (other than high net worth individuals) | 59 | $34.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.60 billion | March 25, 2026 |
| December 1, 2025 | $6.20 billion | March 27, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mason Street Advisors, LLC | Milwaukee | $39.08 billion | Not listed | adviserinfo.sec.gov |
| National Investment Services of America, LLC | Milwaukee | $16.25 billion | 12 | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | $11.36 billion | Not listed | adviserinfo.sec.gov |
| Johnson Wealth Inc. | Milwaukee | $10.35 billion | Not listed | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | $6.08 billion | Not listed | adviserinfo.sec.gov |
| 1834 Investment Advisors Co. | Milwaukee | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Operose Advisors LLC | Milwaukee | $2.06 billion | 3 | adviserinfo.sec.gov |
| Hammes Realty Advisors, LLC | Milwaukee | $2.02 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Geneva Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.