George Clement
GBC Investment Group · Sanford, Florida
George Clement is a fee-only financial advisor at GBC Investment Group in Sanford, Florida, who holds the CFA credential. George charges a percentage of assets and a flat fee or retainer.
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Facts
| Firm | GBC Investment Group |
|---|---|
| Based in | Sanford, Florida |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $303.9M across 84 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 2813027 |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | gbcinvestments.com |
| Profile |
How George's firm compares
- GBC Investment Group's average account is about $3.6 million, from its Form ADV (assets managed divided by 84 accounts).
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Questions about George
Is George Clement a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and GBC Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a percentage of assets and a flat fee or retainer.
Where is George Clement based?
George Clement is based in Sanford, Florida.
What credentials does George Clement hold?
George Clement holds the CFA credential.
Is George Clement registered with the SEC?
Yes. George Clement is registered as an investment adviser representative in FL (CRD 2813027), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does GBC Investment Group manage?
GBC Investment Group reports $303.9M across 84 accounts in assets under management.
How do I contact George Clement?
Through George's website, gbcinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- GBC Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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