# Galecki Financial Management Inc

> 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.

- CRD: 107218
- Filed as: GALECKI FINANCIAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107218
- AdvisorCensus page: https://advisorcensus.com/firm/galecki-financial-management-inc-fort-wayne-in-107218

## Quick answers

**How is Galecki Financial Management Inc compensated?**
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).

**Where is Galecki Financial Management Inc located?**
Galecki Financial Management Inc's principal office is in Fort Wayne, IN, according to its Form ADV.

**Is Galecki Financial Management Inc registered with the SEC or a state?**
Galecki Financial Management Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107218.

**How much does Galecki Financial Management Inc manage?**
Galecki Financial Management Inc reports $929,463,266 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**How have Galecki Financial Management Inc's assets and staff changed since 2021?**
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.

**What types of clients does Galecki Financial Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (530).

**Does Galecki Financial Management Inc report any disciplinary disclosures?**
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

**What changed in Galecki Financial Management Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $767,645,040 to $929,463,266 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $929,463,266
- Discretionary: $929,463,266
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 530 | $929,463,266 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1994 (32 years)
- Employees: 15 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, IL, IN, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- galecki.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $552,566,334 | 17 | June 22, 2021 |
| October 2022 | $621,059,259 | 17 | August 12, 2022 |
| October 2023 | $563,039,602 | 17 | February 23, 2023 |
| October 2024 | $632,225,662 | 17 | January 30, 2024 |
| October 2025 | $767,645,040 | 16 | February 5, 2025 |
| October 2026 | $929,463,266 | 15 | February 2, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $767,645,040 to $929,463,266 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Galecki Financial Management Inc (CRD 107218): Form ADV filing data as of October 2026.