William Paine
Gencap Portfolio Management · Tiburon, California
William Paine is a fee-only financial advisor at Gencap Portfolio Management in Tiburon, California. Gencap Portfolio Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Gencap Portfolio Management |
|---|---|
| Based in | Tiburon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $420.4M across 552 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2218036 |
| Exams passed | Series 63 (2009) · Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.frontrowadvisors.com |
How William's firm compares
- Gencap Portfolio Management's average account is about $762,000, from its Form ADV (assets managed divided by 552 accounts).
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Questions about William
Is William Paine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Gencap Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Gencap Portfolio Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Paine based?
William Paine is based in Tiburon, California.
Is William Paine registered with the SEC?
Yes. William Paine is registered as an investment adviser representative in CA and TX (CRD 2218036), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gencap Portfolio Management manage?
Gencap Portfolio Management reports $420.4M across 552 accounts in assets under management.
How do I contact William Paine?
Through William's website, www.frontrowadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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