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- Custodian
- Fidelity/NFS · Matrix Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2004
- Office Locations
- 286
Office Locations
About GWN Securities Inc.
GWN Securities provides a full-service advisor affiliation platform for financial advisors and planners, supporting solo practices through larger agencies. The firm emphasizes transition management, back-office and business development support, and an expanding technology stack, alongside access to a broad menu of investment solutions (mutual funds, ETFs, fixed income and annuities). Advisors can custody through Fidelity/NFS or Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LAURA JEANETTE BORNHEIMER
Chief Compliance Officer, Senior Vice President, VICE PRESIDENT
- CRD
- #1769643
- Ownership
- Less than 5%
BRAD JEFFREY CORBIN
Principal
- CRD
- #1754065
- Ownership
- Less than 5%
Insight matrix
Timber vector vital
- CRD
- #65503
- Ownership
- 45.7%
Showing 2 of 5 owners & executives
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BRIAN D ADDIS
Founder
- CRD
- #5838052
MIKELL VINCENT ADMIRE
--
- CRD
- #7614950
Alpha alpha
Optima insight
- CRD
- #21867
Showing 2 of 704 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,753,625,856 | $71,997 |
| Non-Discretionary | $0 | -- |
| Total | $4,753,625,856 | $71,997 |
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Separately Managed Accounts
Total SMA Asset: $4,753,625,856
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $192,662,729 | 14.1% |
| Equity - Exchange | $403,088,688 | 29.5% |
| Cash | $236,387,603 | 17.3% |
| Corporate - Investment Grade | $129,808,221 | 9.5% |
| U.S. Government/Agency | $404,455,090 | 29.6% |
| Total | $1,366,402,331 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY VECTOR | MATRIX PRIME | SCKPD5PPY | JCOSJ | 5.37% | $84,670,914 |
| PRIME FOUNDATION NORTH | MOMENTUM CAPITAL | 145WQBVYO | WWQ | 8.51% | $57,259,450 |
| PEAK ELEMENT FOUNDATION | ATLAS TIMBER | WZFY2EDG3 | ZUWV | 9.70% | $39,403,028 |
| EAGLE VECTOR | MERIDIAN ATLAS | QXA8OMML4 | JPJUQ | 1.30% | $106,135,901 |
| ALPHA PATHWAY | EMBER NORTH | J7NEEB6HP | OZVBI | 1.36% | $38,504,025 |
| EMBER RIDGE | PIONEER MATRIX | M0IOBIDEE | AGO | 6.73% | $81,569,895 |
| SIGNAL PEAK PATHWAY | ATLAS CAPITAL | 5PPH118M1 | XGS | 2.44% | $3,943,283 |
| BEACON MERIDIAN | EAGLE DELTA | BVFO0FTEW | FGB | 12.45% | $19,231,199 |