# Global Beta Advisors

> Global Beta Advisors is an SEC-registered investment advisory firm in West Chester, PA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 298176
- Filed as: GLOBAL BETA ADVISORS
- Legal name: Global Beta Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298176
- AdvisorCensus page: https://advisorcensus.com/firm/global-beta-advisors-west-chester-pa-298176

## Quick answers

**How is Global Beta Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Global Beta Advisors reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees.

**Where is Global Beta Advisors located?**
Global Beta Advisors' principal office is in West Chester, PA, according to its Form ADV.

**Is Global Beta Advisors registered with the SEC or a state?**
Global Beta Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298176.

**How much does Global Beta Advisors manage?**
Global Beta Advisors reports $28,801,241 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Global Beta Advisors' assets and staff changed since 2021?**
In the Form ADV data for Global Beta Advisors: Regulatory assets under management: $7,771,861 in the October 2021 data and $28,801,241 in the October 2026 data, up 271%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Global Beta Advisors use?**
Global Beta Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Global Beta Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298176

**Does Global Beta Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account."

**What changed in Global Beta Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $25,513,027 to $28,801,241 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: $250,000

> In general, we require a minimum of $250,000 to open and maintain an advisory account.

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

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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: $28,801,241
- Discretionary: $28,801,241
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | Fewer than 5 | $28,801,241 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalbetaadvisors.com
- helloartha.com
- Facebook @globalbeta
- Facebook @helloartha
- LinkedIn @global-beta-advisors
- LinkedIn @helloartha
- LinkedIn @team-global-beta-6a3b5318a
- X @GlobalBetaUS
- X @helloartha
- YouTube @HelloArtha
- YouTube @UCmemcgd5ydgV66tpjiaE5qw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,771,861 | 3 | March 30, 2021 |
| October 2022 | $5,672,835 | 4 | June 27, 2022 |
| October 2023 | Not reported | 4 | June 12, 2023 |
| October 2024 | $20,798,421 | 2 | September 23, 2024 |
| October 2025 | $25,513,027 | 2 | February 24, 2025 |
| October 2026 | $28,801,241 | 2 | September 23, 2026 |

Regulatory assets under management: $7,771,861 in the October 2021 data and $28,801,241 in the October 2026 data, up 271%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $25,513,027 to $28,801,241 (+13%).

### January 2026
- No longer registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Beta Advisors (CRD 298176): Form ADV filing data as of October 2026.