{
  "crd_number": 107218,
  "slug": "galecki-financial-management-inc-fort-wayne-in-107218",
  "primary_business_name": "GALECKI FINANCIAL MANAGEMENT INC",
  "legal_name": "GALECKI FINANCIAL MANAGEMENT INC",
  "dbas": [],
  "city": "Fort Wayne",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "23060",
  "metro": {
    "cbsa_code": "23060",
    "common_name": "Fort Wayne",
    "msa_name": "Fort Wayne, IN",
    "path": "/advisors/in/fort-wayne"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1994-08-01",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-02-02",
  "carried_forward": false,
  "raum_total": 929463266.0,
  "raum_discretionary": 929463266.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 929463266.0,
      "count": 530
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "MI",
    "OH",
    "TX"
  ],
  "websites": [
    "https://galecki.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107218",
  "city_as_filed": "FORT WAYNE",
  "url": "https://advisorcensus.com/firm/galecki-financial-management-inc-fort-wayne-in-107218",
  "display_name": "Galecki Financial Management Inc",
  "summary": "Galecki Financial Management Inc is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 1994, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 2, 2026.",
  "citation": "AdvisorCensus. Galecki Financial Management Inc (CRD 107218): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Galecki Financial Management Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Galecki Financial Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Galecki Financial Management Inc located?",
      "a": "Galecki Financial Management Inc's principal office is in Fort Wayne, IN, according to its Form ADV."
    },
    {
      "q": "Is Galecki Financial Management Inc registered with the SEC or a state?",
      "a": "Galecki Financial Management Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107218."
    },
    {
      "q": "How much does Galecki Financial Management Inc manage?",
      "a": "Galecki Financial Management Inc reports $929,463,266 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Galecki Financial Management Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Galecki Financial Management Inc: Regulatory assets under management: $552,566,334 in the October 2021 data and $929,463,266 in the October 2026 data, up 68%. Total employees: 17 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Galecki Financial Management Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (530)."
    },
    {
      "q": "Does Galecki Financial Management Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107218"
    },
    {
      "q": "What changed in Galecki Financial Management Inc's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $767,645,040 to $929,463,266 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 552566334.0,
      "total_employees": 17,
      "filing_date": "2021-06-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 621059259.0,
      "total_employees": 17,
      "filing_date": "2022-08-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 563039602.0,
      "total_employees": 17,
      "filing_date": "2023-02-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 632225662.0,
      "total_employees": 17,
      "filing_date": "2024-01-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 767645040.0,
      "total_employees": 16,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 929463266.0,
      "total_employees": 15,
      "filing_date": "2026-02-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $767,645,040 to $929,463,266 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/galecki-financial-management-inc-fort-wayne-in-107218.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 530,
      "fewer_than_5": false,
      "raum": 929463266.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107218",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}