GAMSG Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,283,754
Clients
90
Advisors
1
of 1 employees
About
GAMSG Financial Advisors LLC primarily serves individual retail investors through discretionary portfolio management and financial planning, and it also provides consulting for employee benefit plans, including 401(k) plans. Client accounts are maintained at independent custodians, with quarterly reporting and periodic reviews to align portfolios with clients’ objectives.
The firm builds portfolios using a mix of exchange-traded funds, mutual funds, individual equity and corporate and government debt instruments, applying a diversified equity discipline that emphasizes sector valuation and tactical allocation across market capitalizations and international markets. For fixed income, GAMSG uses ETFs, private market funds and municipal debt to address income and credit/maturity preferences, monitors accounts frequently, and executes trades under discretionary authority.
Noteworthy distinctions include an active pension consulting practice that covers written plan development, manager recommendations and ongoing monitoring—services that are less common among peers of this size—and an affiliation with an insurance brokerage, a relationship the brochure discloses as creating potential conflicts of interest due to commission-based insurance sales. The firm also discloses its use of third-party solicitors for investment management referrals and states it does not employ leverage in client portfolios.
Client services
Expertise
Fee options
$0 - $250,000: 1.53% annually $250,001 - $500,000: 1.28% annually $500,001 - $1,000,000: 1.18% annually $1,000,000 - $5,000,000: 1.03% annually $5,000,001+: 0.93% annually
Account minimum: $100,000 Fee-only: 1% of plan assets for pension consulting services
Main office
Mc Donough GA
Advisors at this office
1
Most active in
Georgia · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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