GC
GENEVA CAPITAL MANAGEMENT LLC
SEC RegisteredMILWAUKEE, WIhttps://genevacap.com414-224-6002
Assets Under Management
$5B–$25B
Employees
20
Office Locations
1 office
Total Accounts
4049
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
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
Amy S. Croen
EXECUTIVE OFFICER
William A Priebe
EXECUTIVE OFFICER
Michelle Jean Picard
EXECUTIVE OFFICER
Kris Amborn
CHIEF OPERATING OFFICER
William S Priebe
EXECUTIVE OFFICER
James Gerard O'brien
PRESIDENT
Charles Spurgeon Thompson
VICE PRESIDENT
Scott E Volk
VICE PRESIDENT
Henderson International Inc.
SHAREHOLDER
Henderson Global Investors (international Holdings) Bv
SHAREHOLDER
Henderson Holdings Limited
SHAREHOLDER
Henderson Global Investors (holdings) Plc
SHAREHOLDER
Hgi Group Limited
SHAREHOLDER
Henderson Holdings Group Limited
SHAREHOLDER
Henderson Global Group Limited
SHAREHOLDER
Henderson Group Plc
SHAREHOLDER
Henderson Group Holdings Asset Management Limited
SHAREHOLDER
Hgi Asset Management Group Limited
SHAREHOLDER
Henderson Global Investors
MANAGING MEMBER
Anne Steele Kochevar
CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
WI
MILWAUKEEHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#105432
SEC Number
801-28444
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
genevacap.comPhone
414-224-6002Find an advisor that fits
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Editorial disclosure
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.