{"url":"https://nivawealth.com/firms/genesis-financial-group-327996","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/327996","regulatoryAum":171310000,"crd":"327996","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3058994","suffix":null,"lastName":"BUONANNO","firstName":"ROBERT","middleName":"RALPH"}],"total":1,"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"},"history":[{"filedOn":"2025-05-09","regulatoryAum":102000000,"clients":93,"employees":2,"offices":1},{"filedOn":"2026-03-11","regulatoryAum":171310000,"clients":73,"employees":2,"offices":1}],"secFileNumber":"801-131745","legalName":"Genesis Financial Group, LLC","displayName":"Genesis Financial 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The fee is billed in advance and is negotiable.","source":"ADV FORM 2A, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Genesis Financial Group use?","answer":"Genesis Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $171M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Genesis Financial Group have?","answer":"Genesis Financial Group has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Genesis Financial Group invest in?","answer":"At the end of its last fiscal year, Genesis Financial Group’s separately managed accounts held 85% exchange-traded equities, 6% U.S. government and agency bonds, 6% investment grade corporate bonds, 2% cash and equivalents and 1% state and local bonds.","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 Genesis Financial Group?","answer":"Genesis Financial Group’s direct owner is Robert Buonanno (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Genesis Financial Group get paid?","answer":"Genesis Financial Group is paid through a percentage of assets under management. 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