# Global Assets Advisory, LLC

> Global Assets Advisory, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 300460
- Filed as: GLOBAL ASSETS ADVISORY, LLC
- Also doing business as: BLACOR USA, LLC, CAPITAL FINANCIAL GROUP, G2 RAMPART CONSULTING, LLC, GRAMP'S WEALTH MANAGEMENT, JENSEN FINANCIAL, LLC, LASZLO RIGSBY FINANCIAL SERVICES, MILLER WEALTH MANAGEMENT, WINN MILLER WEALTH MANAGEMENT, LLC, WINN PARTNERS FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300460
- AdvisorCensus page: https://advisorcensus.com/firm/global-assets-advisory-llc-orlando-fl-300460

## Quick answers

**How is Global Assets Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global Assets Advisory, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Global Assets Advisory, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Global Assets Advisory, LLC located?**
Global Assets Advisory, LLC's principal office is in Orlando, FL, according to its Form ADV; the July 2026 filing also lists 15 other offices (Schedule D, Section 1.F).

**Is Global Assets Advisory, LLC registered with the SEC or a state?**
Global Assets Advisory, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300460.

**How much does Global Assets Advisory, LLC manage?**
Global Assets Advisory, LLC reports $551,663,967 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (98% discretionary).

**How have Global Assets Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for Global Assets Advisory, LLC: Regulatory assets under management: $211,266,980 in the October 2021 data and $551,663,967 in the October 2026 data, up 161%. Total employees: 20 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Assets Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,372); high net worth individuals (200); corporations or other businesses not listed above (16).

**Which custodians does Global Assets Advisory, LLC use?**
Global Assets Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Global Assets Advisory, LLC report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction), and 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300460

**Does Global Assets Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "GAA’s minimum account size is $50,000. However, the minimum may be waived at GAA’s discretion."

**What changed in Global Assets Advisory, LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 24 to 25.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> GAA’s minimum account size is $50,000. However, the minimum may be waived at GAA’s discretion.

- Hourly rate: $500 an hour (financial planning services)

> Hourly engagements are billed at a rate of up to $500 per hour. Fixed fee engagements are negotiated based on the expected number of hours to complete the engagement at the negotiated hourly rate.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $551,663,967
- Discretionary: $542,037,510
- Non-discretionary: $9,626,457

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,372 | $309,543,715 |
| High net worth individuals | 200 | $238,061,365 |
| Corporations or other businesses not listed above | 16 | $4,058,887 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 29 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300460

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Baton Rouge, LA
- Brookhaven, GA
- Buford, GA
- Cocoa Beach, FL
- Cooper City, FL
- El Paso, TX
- Fishers, IN
- Jacksonville Beach, FL
- Kamas, UT
- Merrillville, IN
- New York City, NY
- Petaluma, CA
- Rutland, VT
- Spokane Valley, WA
- Torrance, CA

### Websites listed on Form ADV (Item 1.I)
- iaac.com
- Facebook @InternationalAssets
- LinkedIn @international-assets-advisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $211,266,980 | 20 | July 30, 2021 |
| October 2022 | $344,975,545 | 20 | September 19, 2022 |
| October 2023 | $252,058,519 | 20 | April 11, 2023 |
| October 2024 | $303,128,794 | 21 | August 19, 2024 |
| October 2025 | $338,145,734 | 21 | March 26, 2025 |
| October 2026 | $551,663,967 | 29 | June 1, 2026 |

Regulatory assets under management: $211,266,980 in the October 2021 data and $551,663,967 in the October 2026 data, up 161%.
Total employees: 20 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 24 to 25.

### May 2026
- Added the business name Winn Miller Wealth Management, LLC.

### April 2026
- No longer lists the business name Financial Advantage Wealth Management.
- Added the business name Gramp's Wealth Management.
- Employees performing advisory functions went from 21 to 24.
- Regulatory assets under management went from $338,145,734 to $551,663,967 (+63%).
- Added an office in Cocoa Beach, FL.
- Added an office in Torrance, CA.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Assets Advisory, LLC (CRD 300460): Form ADV filing data as of October 2026.