SourcingSourcing

GCI FINANCIAL GROUP, INC.

C48
CRD 124193·SEC 801-131018·MENDHAM, NJ
AUM
$145.1M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$435K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GCI FINANCIAL GROUP, INC.
CRD
124193
SEC file #
801-131018
EIN
—
DBA names
Gci Financial Group

Economics

AUM
$145.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.1M → $145.1M▲ +38%
Client mix
Individuals Other82
Individuals High Net Worth48
Pension Profit Sharing Plans7
Corporations3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
MENDHAM NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
gcifg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRECO, MICHAEL, FRANCIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GRECO, MICHAEL, FRANCIS
SHERBINE, MATTHEW, WADE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GCIFG.COM
Rdap Domain Creation Date
2008-08-20T20:07:26Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-20T20:07:26Z
Rdap Domain Last Changed
2024-06-03T00:59:30Z
Rdap Nameservers
Ns2.wixdns.netNs3.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2777345
Trust Company Affiliate
No

People (3)

3
SHERBINE, MATTHEW, WADE
IAR · Direct Owner · 62.5%
2650517
GRECO, MICHAEL, FRANCIS
IAR · Direct Owner · 62.5%
2777345
DAVID LEO SPIEGEL
IAR
2305256