# Gurnee Group, LLC

> Gurnee Group, LLC is a state-registered investment advisory firm in Toledo, OH, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 330771
- Filed as: GURNEE GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Toledo, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330771
- AdvisorCensus page: https://advisorcensus.com/firm/gurnee-group-llc-toledo-oh-330771

## Quick answers

**How is Gurnee Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gurnee Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gurnee Group, LLC located?**
Gurnee Group, LLC's principal office is in Toledo, OH, according to its Form ADV.

**Is Gurnee Group, LLC registered with the SEC or a state?**
Gurnee Group, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330771.

**How much does Gurnee Group, LLC manage?**
Gurnee Group, LLC reports $21,659,960 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Gurnee Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (4); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Gurnee Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330771

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $21,659,960
- Discretionary: $21,659,960
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,289,754 |
| High net worth individuals | 4 | $6,757,237 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $13,612,969 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gurneegroup.com](https://gurneegroup.com)
- LinkedIn @gurnee-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gurnee Group, LLC (CRD 330771): Form ADV filing data as of October 2026.