AdvisorCensus / Financial advisors / South Carolina / Greenville / Global View Investment Advisors, LLC
Global View Investment Advisors, LLC
Filed as GLOBAL VIEW INVESTMENT ADVISORS, LLC
Global View Investment Advisors, LLC is an SEC-registered investment advisory firm in Greenville, SC, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 23, 2026.
Quick answers
From the filingHow is Global View Investment Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Global View Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Global View Investment Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Global View Investment Advisors, LLC located?
Global View Investment Advisors, LLC's principal office is in Greenville, SC, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Global View Investment Advisors, LLC registered with the SEC or a state?
Global View Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145499.
How much does Global View Investment Advisors, LLC manage?
Global View Investment Advisors, LLC reports $553,787,104 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).
How have Global View Investment Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Global View Investment Advisors, LLC: Regulatory assets under management: $299,339,989 in the October 2021 data and $553,787,104 in the October 2026 data, up 85%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Global View Investment Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (366); high net worth individuals (219).
Does Global View Investment Advisors, LLC 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/145499
Does Global View Investment Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 23, 2026 says: "Global View does not have a firm rule for minimum account size. Each client is unique, and we accept new accounts when the arrangement is beneficial for both the client and Global View."
What changed in Global View Investment Advisors, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $480,406,858 to $553,787,104 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
For wealth management services, compensation is derived as fee income based upon the assets under management, as an agreed to percentage, not to exceed 2.0%.
The amount of the fee is negotiated on a case-by-case basis with the client and is determined based upon several factors including, among other things, the size and type of the account
Account minimum: None
The brochure's wording
Global View does not have a firm rule for minimum account size. Each client is unique, and we accept new accounts when the arrangement is beneficial for both the client and Global View.
As stated in the firm's Form ADV Part 2A brochure dated February 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$553,787,104 as of October 2026, filing dated February 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2007 (18 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $553,787,104 | 8 | February 23, 2026 |
| October 2025 | $480,406,858 | 8 | July 23, 2025 |
| October 2024 | $432,191,753 | 8 | February 16, 2024 |
| October 2023 | $381,504,671 | 8 | February 9, 2023 |
| October 2022 | $404,120,041 | 8 | July 19, 2022 |
| October 2021 | $299,339,989 | 7 | March 8, 2021 |
Regulatory assets under management: $299,339,989 in the October 2021 data and $553,787,104 in the October 2026 data, up 85%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $480,406,858 to $553,787,104 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Global View Investment Advisors, LLC (CRD 145499): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499