GENEVA CAPITAL MANAGEMENT LLC
SEC RegisteredTeam-driven. Client-focused.
About the firm
Geneva Capital Management is an independent investment firm specializing in US small- and mid-cap growth stocks. Since its inception in 1987, the firm has upheld a single investment philosophy, supported by a strong culture of independence and alignment with clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Geneva Capital Management seeks long-term capital appreciation by investing in high-quality small- and mid-cap businesses across four strategies: US Small Cap Growth, US SMID Cap Growth, US Mid Cap Growth, and US All Cap Growth.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $34M |
| High Net Worth Individuals | 95 | $424M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $291M |
| Charitable Organizations | 17 | $596M |
| State/Municipal Entities | 23 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GENEVA CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.