Galecki Financial Management Inc
- Regulatory AUM
- $929M
- Discretionary
- $929M
- Clients
- 530
- Avg AUM / client
- $1.8M
- Accounts
- 2,440
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Feb 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 530 | $929M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 Faegre Drinker Biddle & Reath Llp | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Albert Thomas Kohout | Financial Planner / Owner | Apr 2003 (23y) | 10% – 25% | |
| Melanie Sue Colwell | Financial Planner / Owner | CFP | Mar 2005 (21y) | 10% – 25% |
| Michael Brady Mcardle | Chief Compliance Officer Owner | CFP | Jan 2007 (20y) | 10% – 25% |
| Andrew W Young | Financial Planner / Owner | CFP | Feb 2013 (13y) | 10% – 25% |
| Chloe Anna Blythe | Financial Planner/ Owner | Sep 2013 (13y) | 10% – 25% | |
| Kevin Daniel Chandler | Financial Planner/ Owner | CFP | Apr 2014 (12y) | 10% – 25% |
Undisclosed: 0% – 40% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath Llp | 1,274 | $773M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/02/2026 | 917 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
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 02, 2026.
View current Form ADV (SEC/IAPD) ↗