← Directory
GALECKI FINANCIAL MANAGEMENT INC
CRD 107218File 801-47181
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$929.5M
Above cohort median (national)
Discretionary AUM
$929.5M
Clients
530
2,440 accounts
Employees
15
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 1, 1994
- Principal office
- 7743 WEST JEFFERSON BLVD, FORT WAYNE, IN, 46804
- Phone
- 260-436-8525
- Website
- HTTP://GALECKI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $929.5M
- Discretionary AUM
- $929.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,440
- Non-discretionary accounts
- 0
- Total accounts
- 2,440
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 530 | $929.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Mar 1, 2026 | Clients | 510 | 530 | increased by20 |
| Mar 1, 2026 | AUM | $767,645,040 | $929,463,266 | increased by$161,818,226 |
| Mar 1, 2026 | Accounts | 2,240 | 2,440 | increased by200 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 16 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 424 | 510 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $621,059,259 | $767,645,040 | increased by$146,585,781 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,888 | 2,240 | increased by352 |
| Feb 1, 2022 | Clients | 416 | 424 | increased by8 |
| Feb 1, 2022 | AUM | $552,566,334 | $621,059,259 | increased by$68,492,925 |
| Feb 1, 2022 | Accounts | 1,967 | 1,888 | decreased by79 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GALECKI FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GALECKI FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.