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GAMSG Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,283,754
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
90
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
90
Very HighAverage account size
$125,375
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
Portfolio management
Pension consulting
Expertise
Passive / index investing
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Wealth management
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 location
GAMSG Financial Advisors LLC
385 Astoria Way
Mcdonough GA 30253, United States
Number of offices
1
Most active in
GAMSG Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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