# Global Financial Private Client

> Global Financial Private Client is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 290006
- Filed as: GLOBAL FINANCIAL PRIVATE CLIENT
- Legal name: Global Financial Private Client, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290006
- AdvisorCensus page: https://advisorcensus.com/firm/global-financial-private-client-sarasota-fl-290006

## Quick answers

**How is Global Financial Private Client compensated?**
On its Form ADV (Item 5.E, October 2026), Global Financial Private Client reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Global Financial Private Client charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $5,000 to $25,000 (financial planning and/or consulting services…); Hourly rate: $350 to $575 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Global Financial Private Client located?**
Global Financial Private Client's principal office is in Sarasota, FL, according to its Form ADV.

**Is Global Financial Private Client registered with the SEC or a state?**
Global Financial Private Client is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290006.

**How much does Global Financial Private Client manage?**
Global Financial Private Client reports $828,334,313 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (83% discretionary).

**How have Global Financial Private Client's assets and staff changed since 2021?**
In the Form ADV data for Global Financial Private Client: Regulatory assets under management: $364,288,305 in the October 2021 data and $828,334,313 in the October 2026 data, up 127%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Financial Private Client serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (95); individuals (other than high net worth individuals) (45).

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

**Does Global Financial Private Client 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/290006

**Does Global Financial Private Client state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "* Subject to a minimum account size of $5,000,000"

**What changed in Global Financial Private Client's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $666,929,242 to $828,334,313 (+24%). Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $5,000,000

> * Subject to a minimum account size of $5,000,000

- Flat fee: $5,000 to $25,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis, and from $350 to $575 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

- Hourly rate: $350 to $575 an hour (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis, and from $350 to $575 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $828,334,313
- Discretionary: $688,480,354
- Non-discretionary: $139,853,959

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $17,174,051 |
| High net worth individuals | 95 | $782,141,603 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $26,036,451 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,982,208 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, NH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mygfpc.com
- LinkedIn @GLOBAL-FINANCIAL-PRIVATE-CLIENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $364,288,305 | 5 | April 21, 2021 |
| October 2022 | $403,324,873 | 5 | July 22, 2022 |
| October 2023 | $419,217,989 | 6 | March 27, 2023 |
| October 2024 | $515,669,023 | 6 | March 29, 2024 |
| October 2025 | $666,929,242 | 6 | March 18, 2025 |
| October 2026 | $828,334,313 | 6 | March 26, 2026 |

Regulatory assets under management: $364,288,305 in the October 2021 data and $828,334,313 in the October 2026 data, up 127%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $666,929,242 to $828,334,313 (+24%).
- Registered or notice-filed in VA.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Financial Private Client (CRD 290006): Form ADV filing data as of October 2026.