# 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.

- CRD: 145499
- Filed as: GLOBAL VIEW INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145499
- AdvisorCensus page: https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499

## Quick answers

**How 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.

**How much does Global View Investment Advisors, LLC charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $553,787,104
- Discretionary: $552,790,535
- Non-discretionary: $996,569

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 366 | $90,890,200 |
| High net worth individuals | 219 | $462,896,904 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### 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

### Firm details
- Registered since: 2007 (18 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Columbia, SC

### Websites listed on Form ADV (Item 1.I)
- alignable.com/greenville-sc/global-view-investment-advsiors
- globalviewinv.com
- Facebook @GlobalViewInvestmentAdvisors
- Instagram @globalviewsc
- LinkedIn @global-view-investment-advisors
- X @GlobalViewSC
- YouTube @globalviewinv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $299,339,989 | 7 | March 8, 2021 |
| October 2022 | $404,120,041 | 8 | July 19, 2022 |
| October 2023 | $381,504,671 | 8 | February 9, 2023 |
| October 2024 | $432,191,753 | 8 | February 16, 2024 |
| October 2025 | $480,406,858 | 8 | July 23, 2025 |
| October 2026 | $553,787,104 | 8 | February 23, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $480,406,858 to $553,787,104 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global View Investment Advisors, LLC (CRD 145499): Form ADV filing data as of October 2026.