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GCI FINANCIAL GROUP

MENDHAM, NJ · CRD 124193 · IAPD ↗ · gcifg.com · 973-543-2133

$145.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — GCI FINANCIAL GROUP reported RAUM up 38% ($105.1M -> $145.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — GCI FINANCIAL GROUP now reports custody of client assets ($90.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
December 2024 — GCI FINANCIAL GROUP changed its website from gcifinancialgroup.com to gcifg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
October 2024 — GCI FINANCIAL GROUP (MENDHAM, NJ) is newly SEC-registered with $101.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.