# Global Financial Advisor I, LP

> Global Financial Advisor I, LP is a state-registered investment advisory firm in Lewisville, TX, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 12, 2025.

- CRD: 132406
- Filed as: GLOBAL FINANCIAL ADVISOR I, LP
- Legal name: Global Financial Advisors I, LP
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Lewisville, TX
- Filing period: October 2026
- Form ADV filing dated: May 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132406
- AdvisorCensus page: https://advisorcensus.com/firm/global-financial-advisor-i-lp-lewisville-tx-132406

## Quick answers

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

**Where is Global Financial Advisor I, LP located?**
Global Financial Advisor I, LP's principal office is in Lewisville, TX, according to its Form ADV.

**Is Global Financial Advisor I, LP registered with the SEC or a state?**
Global Financial Advisor I, LP is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 132406.

**How much does Global Financial Advisor I, LP manage?**
Global Financial Advisor I, LP reports $34,909,335 in regulatory assets under management in its Form ADV filing dated May 12, 2025 (100% discretionary).

**What types of clients does Global Financial Advisor I, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (12).

**Does Global Financial Advisor I, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132406

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $34,909,335
- Discretionary: $34,909,335
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,373,976 |
| High net worth individuals | 12 | $13,133,658 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,604,928 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,796,773 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Financial Advisor I, LP (CRD 132406): Form ADV filing data as of October 2026.