# Global Value Investment Corporation > 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. - CRD: 144260 - Filed as: GLOBAL VALUE INVESTMENT CORPORATION - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Milwaukee, WI - Filing period: October 2026 - Form ADV filing dated: September 24, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144260 - AdvisorCensus page: https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260 ## Quick answers **How is Global Value Investment Corporation compensated?** 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. **What does Global Value Investment Corporation's brochure say about its fees?** 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. **Where is Global Value Investment Corporation located?** 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). **Is Global Value Investment Corporation registered with the SEC or a state?** Global Value Investment Corporation is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 144260. **How much does Global Value Investment Corporation manage?** Global Value Investment Corporation reports $225,627,462 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (99% discretionary). **How have Global Value Investment Corporation's assets and staff changed since 2021?** 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. **What types of clients does Global Value Investment Corporation serve?** 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). **Which custodians does Global Value Investment Corporation use?** 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. **Does Global Value Investment Corporation 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/144260 **What changed in Global Value Investment Corporation's recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $194,279,852 to $225,627,462 (+16%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Performance-based fees ### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026) - 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 > 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% 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: $225,627,462 - Discretionary: $224,435,008 - Non-discretionary: $1,192,454 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 120 | $35,740,112 | | High net worth individuals | 54 | $157,578,470 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 1 | $347,719 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $2,279,410 | | Charitable organizations | 3 | $715,546 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 6 | $22,885,936 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 4 | $6,080,269 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 2021 (5 years) - Employees: 11 total, 7 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: AZ, CA, CO, FL, IL, MT, NJ, NY, PA, SC, TX, WA, WI, WV, WY - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Telangana ### Websites listed on Form ADV (Item 1.I) - gvi-corp.com - LinkedIn @global-value-investment-corp ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $107,734,967 | 9 | August 26, 2021 | | October 2022 | $122,736,922 | 11 | May 17, 2022 | | October 2023 | $138,331,929 | 10 | July 11, 2023 | | October 2024 | $171,075,331 | 8 | August 19, 2024 | | October 2025 | $194,279,852 | 10 | July 15, 2025 | | October 2026 | $225,627,462 | 11 | September 24, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $194,279,852 to $225,627,462 (+16%). ### January 2026 - No longer registered or notice-filed in MA. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Value Investment Corporation (CRD 144260): Form ADV filing data as of October 2026.