GSG Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
GSG Advisors reports 183 clients. They include 156 high-net-worth individuals, 26 individual clients and 1 pension or profit-sharing plan. Of its assets, 91.6% ($790M across 557 accounts) are managed with discretion; $72.6M across 50 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | 1% |
| High-net-worth individuals | 85% | 98% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 26 | $11.8M | 1.4% | $452K |
| High-net-worth individuals | 156 | $843M | 97.7% | $5.4M |
| Pension and profit-sharing plans | Fewer than 5 | $8.05M | 0.9% | $8.05M |
| Total | 183 | $862M | 100% | — |
- Clients
- 26
- Regulatory AUM
- $11.8M
- AUM share
- 1.4%
- Avg. per client
- $452K
- Clients
- 156
- Regulatory AUM
- $843M
- AUM share
- 97.7%
- Avg. per client
- $5.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.05M
- AUM share
- 0.9%
- Avg. per client
- $8.05M
Total
- Clients
- 183
- Regulatory AUM
- $862M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
GSG Advisors charges 0.10%–1.50% a year for its Investment Supervisory Services. The fee is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting services are a fixed fee, typically $10,000 to $50,000, subject to the arrangement agreed with the client.
- Financial planning
- Financial planning is a fixed fee, typically $10,000 to $50,000, depending on the arrangement agreed with the client.
Jon Greer owns 25% to 50% of GSG Advisors. The leadership team of GSG Advisors includes Chief Compliance Officer Jon Greer. It has 4 employees, 3 of them in advisory roles.
Leadership
- Jon GreerMember/Chief Compliance Officer
- Christopher GreerMember
- Joseph ScoccaMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 insurance agents
- Owns 25% to 50% of GSG Advisors LLC
Jon Greer
Control person · since July 2002
- Owns 25% to 50% of GSG Advisors LLC
Christopher Greer
Control person · since July 2002
- Owns 25% to 50% of GSG Advisors LLC
Joseph Scocca
Control person · since July 2002
GSG Advisors’ regulatory assets grew 1.8× from $487M (March 2021) to $862M (March 2026); clients rose from 154 to 183 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $862M | 183 | 4 | 1 |
| March 2025 | $715M | 135 | 4 | 1 |
| March 2024 | $643M | 170 | 4 | 1 |
| March 2023 | $559M | 164 | 4 | 1 |
| March 2022 | $580M | 177 | 4 | 1 |
| March 2021 | $487M | 154 | 4 | 1 |
Besides its headquarters, GSG Advisors has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 307 Fellowship Road, Suite 210, Mount LaurelHQ
Contact and registration details
- Legal name
- GSG Advisors LLC
- Headquarters
- 307 Fellowship Road, Suite 210, Mount Laurel, NJ 08054
- Website
- gsgadvisors.com
- Phone
- 856-234-9595
- SEC file
- 801-63239
- Founded
- 2002
- Structure
- New Jersey LLC
- Fiscal year end
- December
GSG Advisors has custody of $14.6M in client assets for 35 clients.
At year end, GSG Advisors’ separately managed accounts were mostly in stocks (51%) and funds (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $454M across 149 positions; the largest are Vanguard Index Fds (22.4%), Vanguard Whitehall Fds (7.4%) and Schwab Strategic TR (7.1%).
What the accounts hold
- Stocks51%
- Exchange-traded equities36%
- Non-exchange-traded equities15%
- Funds41%
- Bonds7%
- State and local bonds4%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash1%
Reported 13F holdings
- $454M
- Reported 13F value
- 149
- Positions
- 59.0%
- In the 10 largest
- +18.0%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt22.4%
- Vanguard Whitehall Fds · High Div Yld7.4%
- Schwab Strategic TR · US Brd Mkt ETF7.1%
- Apple Inc.5.7%
- First TR Exchange Traded FD · Risng Divd Achiv3.5%
- Schwab Strategic TR · US Dividend EQ3.5%
- iShares TR · MSCI USA Qlt Fct2.9%
- First TR Exch Traded FD Iii · Ultra Sht Dur MU2.3%
- Vanguard Index Fds · Growth ETF2.3%
- Nvidia Corporation2.1%
Together, the ten largest are 59.0% of reported value.
How many clients does GSG Advisors have?
GSG Advisors has 183 clients and manages $862 million for them, as of March 2026. They include 156 high-net-worth individuals, 26 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does GSG Advisors offer?
GSG Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does GSG Advisors charge?
GSG Advisors charges 0.10%–1.50% a year for its Investment Supervisory Services. The fee is negotiable and requires an account of at least $500,000.
How many financial advisors does GSG Advisors have?
GSG Advisors has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GSG Advisors invest in?
At the end of its last fiscal year, GSG Advisors’ separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 15% non-exchange-traded equities, 4% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does GSG Advisors have a minimum investment?
Yes, GSG Advisors’ minimum account size for its Investment Supervisory Services is $500K.
Who owns GSG Advisors?
GSG Advisors’ direct owners are Jon Greer, Christopher Greer and Joseph Scocca, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does GSG Advisors get paid?
GSG Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GSG Advisors?
GSG Advisors’ main office is at 307 Fellowship Road, Suite 210, Mount Laurel, NJ 08054. Its phone number is 856-234-9595. Its website is gsgadvisors.com.