{"url":"https://nivawealth.com/firms/generouswealth-308263","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/308263","regulatoryAum":110365201,"crd":"308263","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2394365","suffix":null,"lastName":"CARLTON","firstName":"EDWARD","middleName":"CLADE"},{"crd":"5786421","suffix":null,"lastName":"MISE","firstName":"CHRISTOPHER","middleName":"BRYAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135730","legalName":"Generouswealth, LLC","displayName":"GenerousWealth","slug":"generouswealth-308263","website":"https://generouswealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/generouswealth","xUrl":"https://twitter.com/GenerousWealth","founded":null,"organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"105 S Cedar Street, Suite D","city":"Summerville","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29483"},"tradeNames":["Compass Investment Advisors, LLC","Moneydove"],"registration":{"secApproved":"1 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":361853.1180327869,"staff":{"employees":3,"advisory":2,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":110365201,"discretionary":110365201,"discretionaryAccounts":549,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":110365201,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":267,"regulatoryAum":71737380},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":38627821}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042779","versionId":1042779,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-27","documentName":"ADV PART 2A- GENEROUSWEALTH, LLC","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning, fixed and hourly fees","summary":"Fixed-fee financial plans are negotiated between $500 and $15,000; hourly planning is $250 to $500 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042779","versionId":1042779,"submittedOn":"2026-04-27","documentName":"ADV PART 2A- GENEROUSWEALTH, LLC"},{"role":"other","program":"Portal-only subscription","summary":"Access to the RightCapital planning software without a financial plan is $250 a year or $25 a month.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042779","versionId":1042779,"submittedOn":"2026-04-27","documentName":"ADV PART 2A- GENEROUSWEALTH, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:35:31.570916+00:00","documents":[{"name":"ADV PART 2A- GENEROUSWEALTH, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042779","versionId":1042779,"submittedOn":"2026-04-27"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042780","versionId":1042780,"submittedOn":null}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":107806824},{"name":"MTG, LLC","shortName":"MTG","location":"New York, NY","smaAssets":2558377}],"custodyNote":"GenerousWealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Mise","title":"Managing Member & Chief Compliance Officer","crd":"5786421"}],"ownership":[{"label":"Christopher Mise","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since March 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"105 S Cedar Street, Suite D","city":"Summerville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"843-376-3544","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":1,"detail":"Variable Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/308263/PDF/308263.pdf","brochureDate":"27 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042779","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does GenerousWealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does GenerousWealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does GenerousWealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does GenerousWealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does GenerousWealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GenerousWealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns GenerousWealth?","answer":"GenerousWealth’s direct owner is Christopher Mise (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GenerousWealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact GenerousWealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}