# Global Investment Advisory

> Global Investment Advisory is an SEC-registered investment advisory firm in McDonough, GA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 310305
- Filed as: GLOBAL INVESTMENT ADVISORY
- Legal name: Global Investment Advisory LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McDonough, GA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310305
- AdvisorCensus page: https://advisorcensus.com/firm/global-investment-advisory-mcdonough-ga-310305

## Quick answers

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

**Where is Global Investment Advisory located?**
Global Investment Advisory's principal office is in McDonough, GA, according to its Form ADV.

**Is Global Investment Advisory registered with the SEC or a state?**
Global Investment Advisory is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 310305.

**How much does Global Investment Advisory manage?**
Global Investment Advisory reports $71,832,116 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**How have Global Investment Advisory's assets and staff changed since 2025?**
In the Form ADV data for Global Investment Advisory: Regulatory assets under management: $21,484,490 in the October 2025 data and $71,832,116 in the October 2026 data, up 234%. Total employees: 4 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Investment Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (21).

**Which custodians does Global Investment Advisory use?**
Global Investment Advisory'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 Investment Advisory 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/310305

**Does Global Investment Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Firm generally requires a minimum account size of $25,000, which may be waived at its discretion."

**What changed in Global Investment Advisory's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 31, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> The Firm generally requires a minimum account size of $25,000, which may be waived at its discretion.

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: $71,832,116
- Discretionary: $71,832,116
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $33,641,117 |
| High net worth individuals | 21 | $38,190,999 |

### 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: 2024 (2 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, DC, FL, GA, LA, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalria.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $21,484,490 | 4 | June 6, 2025 |
| October 2026 | $71,832,116 | 9 | July 13, 2026 |

Regulatory assets under management: $21,484,490 in the October 2025 data and $71,832,116 in the October 2026 data, up 234%.
Total employees: 4 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

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

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

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

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

### April 2026
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $21,484,490 to $71,832,116 (+234%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Investment Advisory (CRD 310305): Form ADV filing data as of October 2026.