$862.3M Total AUM
$789.7M Disc. AUM
15.5% 3Y CAGR
4 Employees
183 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 07-01-2004
- Office Locations
- 1
Office Locations
307 Fellowship Road Suite 210 Mt. Laurel NJ
About GSG Advisors LLC
GSG Advisors is an independent, fee-based wealth management firm serving affluent individuals, families, and closely held businesses. The team delivers integrated financial planning and investment management, including tax, estate, and business planning, with an emphasis on privacy and long-term relationships. Based in Mount Laurel, NJ; works with Schwab/SEI and uses eMoney.
Team overview
54 AVG AGE
$287.4M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
22.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Alpha summit Wave Zenith unison Pioneer summit Zenith Radial
Client Personas
Unison Pioneer
Custodian
Atlas Frontier ridge Ember Peak vector Ridge focus Pathway
Investment Themes
Timber crest Signal Ember
Investment Vehicles
Wave Alpha pioneer
Platform
Timber crest Unison summit
Services
Eagle Peak north Delta alpha Timber Vital Timber Focus Beacon Peak summit Insight oak
Technology
Timber fusion
Owner & Executives
C
CHRISTOPHER MATTHEW GREER
Principal
- CRD
- #2262395
- Ownership
- 25% but less than 50%
(228) 387-9312
glacier.signal@matrixcapital.com
in linkedin.com/in/fusion-insight
J
JON MICHAEL GREER
Chief Compliance Officer, Principal
- CRD
- #4634529
- Ownership
- 25% but less than 50%
(955) 898-1667
alpha.meridian@radialcapital.com
in linkedin.com/in/focus-horizon
U
Unison vector
Ember insight alpha
- CRD
- #33631
- Ownership
- 23.0%
(663) 207-4642
vector.ember@meridiancapital.com
in linkedin.com/in/vital-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $789,712,141 | $1,417,796 |
| Non-Discretionary | $72,616,641 | $1,452,333 |
| Total | $862,328,782 | $1,420,640 |
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Separately Managed Accounts
Total SMA Asset: $862,328,782
Public Funds:
21.9% Equity - Exchange:
17.0% Equity - OTC:
7.6% Municipal Bonds:
19.7% Cash:
6.2% Corporate - Investment Grade:
11.2% Corporate - Non-Investment Grade:
10.2% U.S. Government/Agency:
6.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,044,273,046 | 21.9% |
| Equity - Exchange | $810,622,912 | 17.0% |
| Equity - OTC | $362,396,126 | 7.6% |
| Municipal Bonds | $939,368,904 | 19.7% |
| Cash | $295,638,945 | 6.2% |
| Corporate - Investment Grade | $534,057,448 | 11.2% |
| Corporate - Non-Investment Grade | $486,373,747 | 10.2% |
| U.S. Government/Agency | $295,638,945 | 6.2% |
| Total | $4,768,370,073 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE ELEMENT UNISON | ALPHA INSIGHT | 14ERQ3XB1 | YHPML | 2.28% | $71,638,529 |
| FOCUS SUMMIT WAVE | FRONTIER PATHWAY | 2FZ6BWJJN | XBTI | 6.47% | $15,645,258 |
| VALUE BRIDGE NORTH | RADIAL FOCUS | P7PSZEEA8 | VZZ | 4.79% | $2,791,477 |
| BRIDGE PEAK HARBOR | TIMBER TIMBER | 6P4F9VRI1 | MSHT | 11.34% | $69,984,164 |
| VERTEX CATALYST PATHWAY | SUMMIT ELEMENT | LHPI4D8JO | MQWTV | 2.50% | $48,097,580 |
| INSIGHT SUMMIT | PATHWAY LEGACY | EPKUA6SCA | TQHFG | 9.47% | $51,284,481 |
| TIMBER ZENITH | ATLAS ELEMENT | 4T0VEMEFK | KBI | 10.34% | $33,814,143 |
| WAVE EMBER | VERTEX EMBER | 3DQ41ADW9 | RYNUF | 6.60% | $114,588,424 |