SourcingSourcing

GBC INVESTMENT GROUP LLC

B50
CRD 308511·SEC 801-120745
AUM
$303.9M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$912K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GBC INVESTMENT GROUP LLC
CRD
308511
SEC file #
801-120745
EIN
—
DBA names
Gbc Investment Group

Economics

AUM
$303.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$220.5M → $303.9M▲ +38%
Client mix
Individuals Other23

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
linkedin.com/company/gbc-investment-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLEMENT, GEORGE, BRUCE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CLEMENT, GEORGE, BRUCE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
fallback_guess:gbc.com

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 (8)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Top Owner CRD
2813027
Trust Company Affiliate
No

People (1)

1
CLEMENT, GEORGE, BRUCE
IAR · Direct Owner · 87.5%
2813027