G
GCR Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,436,406
Total clients
39
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$1,216,318
About
GCR Financial Services primarily serves individual clients and, through those relationships, provides advice to associated trusts, small businesses, and retirement plans. The firm offers comprehensive financial planning and investment supervisory services, single‑need written plans, hourly consultations, and fee‑based tax preparation and tax advice.
The firm tailors portfolios to each client using diversification across mutual funds, ETFs and bonds, with individual equities used only on request, and applies fundamental, quantitative, technical analysis and Modern Portfolio Theory in its process. Accounts are supervised on a non‑discretionary basis with periodic rebalancing and written reviews—clients retain final trading authority and must approve transactions.
What is distinctive about the firm compared with many independent advisers is its combination of advisory services with fee‑based accounting/tax preparation and its largely non‑discretionary approach to assets under management, both of which are statistically uncommon among peers. The solo practice also uses institutional custody and operational services (Charles Schwab Institutional) and integrates tax, cash‑flow and estate considerations into its investment supervision and planning.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General tax planning
General retirement planning
Fee options
$0 - $500,000: 1% $500,001 - $1,000,000: 0.8% $1,000,001 - $1,500,000: 0.6% $1,500,001+: 0.5%
$150 per hour
Fee-only: Investment supervisory fees based on tiered AUM schedule; Financial planning fees quoted in advance; Hourly consulting at $150/hour
Main office location
GCR Financial Services, LLC
2020 Calamos Ct, Ste. 200
Naperville IL 60563, United States
Number of offices
2
Most active in
GCR Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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