Gfs Wealth Management Advisors, Inc.
- Regulatory AUM
- $239M
- Discretionary
- $239M
- Clients
- 50
- Avg AUM / client
- $4.8M
- Accounts
- 22
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $1.2M | 0.49% |
| High net worth individuals | 2 | $49.5M | 20.7% |
| Pension and profit sharing plans | 0 | $188M | 78.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bauer, Inc. 401(k) Plan Bauer, Inc. | 2024 | |
| Dan Perkins Group 401(k) Savings Plan Dan Perkins Subaru, Inc. | 2024 | |
| University Veterinary Specialists, Inc. 401(k) Profit Sharing Plan And Trust University Veterinary Specialists, Inc. | 2024 | |
| Sectra, Inc. 401(k) Plan Sectra, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Lawrence Ganim | President | CFP Chartered Financial Consultant | Jan 2021 (6y) | Less than 5% |
| Garrett Patrick Taylor | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Lawrence John Ganim | Registered representative | Feb 2017 (9y) | ||
| Robert Alan Lockery | Registered representative | Jul 2017 (9y) | ||
| Sean Michael Russell | Registered representative | Apr 2021 (5y) | ||
| David Joseph Mammina | Registered representative | CFP | Apr 2021 (5y) | |
| Philip Giammarino | Registered representative | May 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Coastline Holdings Group, Llc | Owner | Dec 2020 | A | 10% – 25% |
Undisclosed: 65% – 90% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bauer, Inc. 401(k) Plan | Bauer, Inc. | 101 | $13.8M | 07/01/2024 |
| Dan Perkins Group 401(k) Savings Plan | Dan Perkins Subaru, Inc. | 171 | $10.4M | 01/01/2024 |
| University Veterinary Specialists, Inc. 401(k) Profit Sharing Plan And Trust | University Veterinary Specialists, Inc. | 138 | $8.3M | 01/01/2024 |
| Sectra, Inc. 401(k) Plan | Sectra, Inc. | 217 | $28.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $239M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗