Gci Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Mendham, NJ. Its latest Form ADV filing, dated April 1, 2026, reports $145M in regulatory assets under management, 3 employees, and 463 accounts.
Assets Under Management
$145M
Employees
3
Offices
--
Total Clients
140
Primary office
MENDHAM, NJ
5 COLD HILL ROAD SOUTH, SUITE 23, MENDHAM, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
82
2
HNWI
34.3%
48
3
Pension Plans
5.0%
7
4
Corporations
2.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of April 1, 2026
Discretionary95.0%
$138M
95% of total RAUM95.0%
Non-discretionary5.0%
$7M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts463
10Y AUM Change+$44M (+43.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.