Boca Raton, FL Office

Gelinas & Company, CPA, PLLC provides model portfolio management, financial consulting, and acts as a solicitor to a third‑party registered investment adviser to place clients into externally managed accounts, while also offering separate accounting services for a fee. The firm’s client base is very small in scale—the brochure lists a single client—and it delivers services through referrals and consulting engagements in addition to its portfolio offerings.

The firm’s investment work centers on model asset‑allocation portfolios (Income, Balanced, Growth) that are managed to each model’s stated goal rather than being highly customized security‑by‑security; accounts are reviewed quarterly and rebalanced as needed. For clients placed with the third‑party manager, Gelinas & Company monitors performance but does not control underlying investments or broker execution, and the brochure discloses that the firm currently reports no assets under management.

What distinguishes this firm from most peers is its primary identity as an accounting firm—its principal remains substantially engaged in non‑advisory accounting work and the firm cross‑sells accounting services under a separate fee arrangement, with policies disclosed to address the attendant conflicts of interest. The firm also relies on a referral arrangement to a third‑party adviser for managed accounts, typically requires use of that adviser’s broker‑dealer for trade execution, does not vote client proxies, and operates with an unusually small client footprint compared with other supported firms.