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GCP INVESTMENT ADVISOR, LLC

CHICAGO, IL · CRD 171093 · IAPD ↗ · 312-966-3800

$3.22BRegulatory AUM
40Advisory reps
70Employees
0Clients
n/aPlanning clients
11Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — GCP INVESTMENT ADVISOR, LLC shrank from 73 to 40 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
32
April 2024 — GCP INVESTMENT ADVISOR, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — GCP INVESTMENT ADVISOR, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — GCP INVESTMENT ADVISOR, LLC grew from 64 to 72 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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