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GFI INVESTMENT COUNSEL

Legal name: GFI INVESTMENT COUNSEL LTD.

CRD 332720File 801-131626
APPROVED
Retail clients
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.75B
Top 25% of cohort (national)
Discretionary AUM
$1.54B
Non-discretionary $209.4M
Clients
1,059
5,833 accounts
Employees
20

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Dec 17, 2024
Principal office
45 ST. CLAIR AVENUE WEST,, SUITE 1000, TORONTO, ONTARIO, M4V 1K9
Phone
416-488-8825

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.75B
Discretionary AUM
$1.54B
Non-discretionary AUM
$209.4M
Discretionary accounts
5,826
Non-discretionary accounts
7
Total accounts
5,833
AUM per client
$1.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other293$911.0M
Charitable organizations5$21.7M
High net worth individuals222$556.7M
Pooled investment vehicles2$154.5M
Pension and profit sharing plansFewer than 5$782K
Individuals (other than high net worth individuals)537$109.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • 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
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Sep 2, 2026CustodyNoYes
Apr 1, 2026Employees1820increased by2
Apr 1, 2026Clients1,0161,059increased by43
Apr 1, 2026AUM$1,621,126,057$1,754,256,168increased by$133,130,111
Apr 1, 2026Accounts5,4715,833increased by362
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GFI INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GFI INVESTMENT” 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.