RIA Intel›Advisers›Ohio›GURNEE GROUP, LLC

GURNEE GROUP, LLC

Advisory

TOLEDO, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$2M
across 11 accounts
AUM per adviser
$7M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
11
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

THE DAVENPORT FINANCIAL GROUP, INC.
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ENTRYPOINT WEALTH MANAGEMENT, LLC
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$22M
VOLITION FINANCIAL NETWORK, LLC
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$22M
INVESTMENT ANALYTICS, LLC
CINCINNATI, OH
$22M
BELDEN FINANCIAL, LLC
CANTON, OH
$22M
APOLLO WEALTH MANAGEMENT LLC
WOOSTER, OH
$22M

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