GenerousWealth provides financial planning and portfolio management for individuals and small businesses.
GenerousWealth reports 305 clients. They include 267 individual clients and 38 high-net-worth individuals. Of its assets, 100.0% ($110M across 549 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $110M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 65% |
| High-net-worth individuals | 12% | 35% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 267 | $71.7M | 65.0% | $269K |
| High-net-worth individuals | 38 | $38.6M | 35.0% | $1.02M |
| Total | 305 | $110M | 100% | $362K |
- Clients
- 267
- Regulatory AUM
- $71.7M
- AUM share
- 65.0%
- Avg. per client
- $269K
- Clients
- 38
- Regulatory AUM
- $38.6M
- AUM share
- 35.0%
- Avg. per client
- $1.02M
Total
- Clients
- 305
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $362K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
GenerousWealth charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning, fixed and hourly fees
- Fixed-fee financial plans are negotiated between $500 and $15,000; hourly planning is $250 to $500 an hour.
- Portal-only subscription
- Access to the RightCapital planning software without a financial plan is $250 a year or $25 a month.
Christopher Mise owns 75% or more of GenerousWealth. The leadership team of GenerousWealth includes Chief Compliance Officer Christopher Mise. It has 3 employees, 2 of them in advisory roles.
Leadership
- Christopher MiseManaging Member & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Generouswealth, LLC
Christopher Mise
Control person · since March 2020
Besides its headquarters, GenerousWealth has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 105 S Cedar Street, Suite D, SummervilleHQ
Other business names
GenerousWealth has reported 2 other business names to the SEC.
- Compass Investment Advisors, LLC
- Moneydove
Contact and registration details
- Legal name
- Generouswealth, LLC
- Headquarters
- 105 S Cedar Street, Suite D, Summerville, SC 29483
- Website
- generouswealth.com
- Phone
- 843-376-3544
- @generouswealth
- SEC file
- 801-135730
- Structure
- South Carolina LLC
- Fiscal year end
- December
GenerousWealth uses LPL Financial ($108M, 98%) and MTG ($2.56M, 2%) as custodians for its separately managed accounts. GenerousWealth does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $108M98%
- MTGMTG, LLC · New York, NY · $2.56M2%
At year end, GenerousWealth’s separately managed accounts were mostly in funds (69%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds69%
- Cash10%
- Other1%
- Variable annuities1%
How many clients does GenerousWealth have?
GenerousWealth has 305 clients and manages $110 million for them, as of September 2026. They include 267 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does GenerousWealth offer?
GenerousWealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does GenerousWealth charge?
GenerousWealth charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- GENEROUSWEALTH, LLC, filed 27 April 2026
Which custodians does GenerousWealth use?
GenerousWealth’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $108M and MTG, LLC (New York, NY), with $2.56M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does GenerousWealth have?
GenerousWealth has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GenerousWealth invest in?
At the end of its last fiscal year, GenerousWealth’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 10% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GenerousWealth?
GenerousWealth’s direct owner is Christopher Mise (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does GenerousWealth get paid?
GenerousWealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GenerousWealth?
GenerousWealth’s main office is at 105 S Cedar Street, Suite D, Summerville, SC 29483. Its phone number is 843-376-3544. Its website is generouswealth.com.