# Mark Genereux

> Mark Genereux is a fee-only financial advisor at Genereux Investment Management in Steamboat Springs, Colorado. Genereux Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-genereux/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Genereux Investment Management
- **Based in:** Steamboat Springs, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $129.3M across 253 accounts
- **CRD:** 1814740 (https://adviserinfo.sec.gov/individual/summary/1814740)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1991), Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Mark Genereux a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Genereux Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Genereux Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mark Genereux based?

Mark Genereux is based in Steamboat Springs, Colorado.

### Is Mark Genereux registered with the SEC?

Yes. Mark Genereux is registered as an investment adviser representative in CO and TX (CRD 1814740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Genereux Investment Management manage?

Genereux Investment Management reports $129.3M across 253 accounts in assets under management.

### How do I contact Mark Genereux?

Contact details aren't on file yet. Search for Genereux Investment Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1814740): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.