# Global Insight Advisors

> Global Insight Advisors is a state-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 340650
- Filed as: GLOBAL INSIGHT ADVISORS
- Legal name: Global Insight Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340650
- AdvisorCensus page: https://advisorcensus.com/firm/global-insight-advisors-340650

## Quick answers

**How is Global Insight Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Global Insight Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Global Insight Advisors registered with the SEC or a state?**
Global Insight Advisors is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340650.

**How much does Global Insight Advisors manage?**
Global Insight Advisors reports $37,500,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (65% discretionary).

**What types of clients does Global Insight Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Global Insight Advisors 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/340650

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,500,000
- Discretionary: $24,500,000
- Non-discretionary: $13,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,500,000 |
| High net worth individuals | 29 | $24,100,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalinsightadvisors.co

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Insight Advisors (CRD 340650): Form ADV filing data as of October 2026.