Gbc Investment Group Llc
- Regulatory AUM
- $304M
- Discretionary
- $304M
- Clients
- 23
- Avg AUM / client
- $13.2M
- Accounts
- 84
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $5.5M | 1.82% |
| High net worth individuals | Fewer than 5 clients | $27.8M | 9.16% |
| Charitable organizations | Fewer than 5 clients | $3.0M | 0.98% |
| Insurance companies | Fewer than 5 clients | $254M | 83.6% |
| Corporations and other businesses | Fewer than 5 clients | $13.5M | 4.45% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Bruce Clement | Ceo And Cco | CFA | Mar 2020 (6y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Suntrust Bank $199M (90% of AUM) Feb 2022
- Truist Bank $199M (65% of AUM) Jan 2026
- Truist Financial Corp $49.6M (16% of AUM) Jan 2026
- Altruist Financial $49.6M (16% of AUM) Jan 2026
- U.S. Bank $44.2M (15% of AUM) Jan 2026
- Pershing $40.3M (19% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗