G
CRD: 320725
Gamsg Financial Advisors LLC
Mcdonough, GA, 30253
4047691401
$13.5M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2022
- Office Locations
- 1
Office Locations
-- Mcdonough GA
About Gamsg Financial Advisors LLC
Gamsg Financial Advisors LLC is a Mcdonough-based RIA. The firm has been operating for 4 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$127.1K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha element Horizon Capital ridge
Investment Themes
Vector
Investment Vehicles
Atlas prime
Services
Insight insight Radial Focus optima Ridge timber Vertex
Owner & Executives
K
KEVIN CHARLES WEBB
Chief Compliance Officer, President
- CRD
- #4662524
- Ownership
- 75% or more
(960) 289-6436
horizon.zenith@harborcapital.com
in linkedin.com/in/capital-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,874,739 | -- |
| Non-Discretionary | $1,598,121 | -- |
| Total | $13,472,860 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,472,860
Public Funds:
55.2% Equity - Exchange:
23.9% Cash:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $896,538,472 | 55.2% |
| Equity - Exchange | $388,175,172 | 23.9% |
| Cash | $339,450,255 | 20.9% |
| Total | $1,624,163,899 | 100.0% |