{
  "crd_number": 144260,
  "slug": "global-value-investment-corporation-milwaukee-wi-144260",
  "primary_business_name": "GLOBAL VALUE INVESTMENT CORPORATION",
  "legal_name": "GLOBAL VALUE INVESTMENT CORPORATION",
  "dbas": [],
  "city": "Milwaukee",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 225627462.0,
  "raum_discretionary": 224435008.0,
  "raum_non_discretionary": 1192454.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 715546.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 35740112.0,
      "count": 120
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2279410.0,
      "count": 4,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 22885936.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 157578470.0,
      "count": 54
    },
    "pooled_investment_vehicles": {
      "raum": 347719.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 6080269.0,
      "count": 4,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "MT",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://gvi-corp.com",
    "https://linkedin.com/company/global-value-investment-corp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144260",
  "city_as_filed": "MILWAUKEE",
  "url": "https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260",
  "display_name": "Global Value Investment Corporation",
  "summary": "Global Value Investment Corporation is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Global Value Investment Corporation (CRD 144260): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Global Value Investment Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Global Value Investment Corporation reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Global Value Investment Corporation charge?",
      "a": "Its Form ADV Part 2A brochure dated July 23, 2026 states: Up to $500,000: 1.5% a year; $500,000 to $1,000,000: 1.25% a year; $1,000,000 to $5,000,000: 1% a year; Above $5,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Global Value Investment Corporation located?",
      "a": "Global Value Investment Corporation's principal office is in Milwaukee, WI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Global Value Investment Corporation registered with the SEC or a state?",
      "a": "Global Value Investment Corporation is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 144260."
    },
    {
      "q": "How much does Global Value Investment Corporation manage?",
      "a": "Global Value Investment Corporation reports $225,627,462 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have Global Value Investment Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Global Value Investment Corporation: Regulatory assets under management: $107,734,967 in the October 2021 data and $225,627,462 in the October 2026 data, up 109%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Global Value Investment Corporation serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (54); other investment advisers (6)."
    },
    {
      "q": "Which custodians does Global Value Investment Corporation use?",
      "a": "Global Value Investment Corporation'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."
    },
    {
      "q": "Does Global Value Investment Corporation report any disciplinary disclosures?",
      "a": "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/144260"
    },
    {
      "q": "What changed in Global Value Investment Corporation's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $194,279,852 to $225,627,462 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 107734967.0,
      "total_employees": 9,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 122736922.0,
      "total_employees": 11,
      "filing_date": "2022-05-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138331929.0,
      "total_employees": 10,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171075331.0,
      "total_employees": 8,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 194279852.0,
      "total_employees": 10,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 225627462.0,
      "total_employees": 11,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $194,279,852 to $225,627,462 (+16%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.5%"
      },
      {
        "band": "$500,000 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.5% a year",
          "$500,000 to $1,000,000: 1.25% a year",
          "$1,000,000 to $5,000,000: 1% a year",
          "Above $5,000,000: 0.75% a year"
        ],
        "quotes": [
          "Our fee for investment management services is based on a percentage of the assets in your account and is set forth in the following annual fee schedule and break points. This fee schedule is negotiable.",
          "$0 - $500,000 1.50%",
          "$500,000 - $1,000,000 1.25%",
          "$1,000,000 - $5,000,000 1.00%",
          "$5,000,000+   0.75%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.5
        },
        {
          "min": 500000.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000000.0,
          "max": 5000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our fee for investment management services is based on a percentage of the assets in your account and is set forth in the following annual fee schedule and break points. This fee schedule is negotiable.",
      "$0 - $500,000 1.50%",
      "$500,000 - $1,000,000 1.25%",
      "$1,000,000 - $5,000,000 1.00%",
      "$5,000,000+   0.75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 120,
      "fewer_than_5": false,
      "raum": 35740112.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 54,
      "fewer_than_5": false,
      "raum": 157578470.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 347719.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2279410.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 715546.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 6,
      "fewer_than_5": false,
      "raum": 22885936.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 6080269.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144260",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}