# Globalinvest Financial Services, Inc.

> Globalinvest Financial Services, Inc. is a state-registered investment advisory firm in Coral Gables, FL, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 154466
- Filed as: GLOBALINVEST FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154466
- AdvisorCensus page: https://advisorcensus.com/firm/globalinvest-financial-services-inc-coral-gables-fl-154466

## Quick answers

**How is Globalinvest Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Globalinvest Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Globalinvest Financial Services, Inc. located?**
Globalinvest Financial Services, Inc.'s principal office is in Coral Gables, FL, according to its Form ADV.

**Is Globalinvest Financial Services, Inc. registered with the SEC or a state?**
Globalinvest Financial Services, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 154466.

**How much does Globalinvest Financial Services, Inc. manage?**
Globalinvest Financial Services, Inc. reports $21,877,421 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (69% discretionary).

**What types of clients does Globalinvest Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (20).

**Does Globalinvest Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154466

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,877,421
- Discretionary: $15,036,055
- Non-discretionary: $6,841,366

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $5,871,942 |
| High net worth individuals | 20 | $16,005,479 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalinvestfs.com
- Facebook @globalinvestfs
- Instagram @globalinvestfs
- LinkedIn @globalinvest-financial-services
- X @globalinvestfs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Globalinvest Financial Services, Inc. (CRD 154466): Form ADV filing data as of October 2026.