# Holbrook Global Strategies

> Holbrook Global Strategies is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 127059
- Filed as: HOLBROOK GLOBAL STRATEGIES
- Legal name: Global Wealth Strategies LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127059
- AdvisorCensus page: https://advisorcensus.com/firm/holbrook-global-strategies-palo-alto-ca-127059

## Quick answers

**How is Holbrook Global Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Holbrook Global Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Holbrook Global Strategies charge?**
Its Form ADV Part 2A brochure dated April 6, 2026 states: Asset-based fee: 0.5% to 1.2% a year (a range, as the brochure states it); Hourly rate: $250 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Holbrook Global Strategies located?**
Holbrook Global Strategies' principal office is in Palo Alto, CA, according to its Form ADV.

**Is Holbrook Global Strategies registered with the SEC or a state?**
Holbrook Global Strategies is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 127059.

**How much does Holbrook Global Strategies manage?**
Holbrook Global Strategies reports $147,000,000 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).

**How have Holbrook Global Strategies' assets and staff changed since 2021?**
In the Form ADV data for Holbrook Global Strategies: Regulatory assets under management: $160,000,000 in the October 2021 data and $147,000,000 in the October 2026 data, down 8%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Holbrook Global Strategies serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (10).

**Does Holbrook Global Strategies 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/127059

## 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 April 6, 2026)

- Asset-based fee: 0.5% to 1.2% a year (a range, as the brochure states it)

> For portfolio management, we charge an annual fee ranging from 1.2% to 0.5% based on the size of the portfolio and the complexity of the investments.

- Hourly rate: $250 an hour (financial planning)

> For financial planning done on an hourly basis, our basic hourly rate is $250 an hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $147,000,000
- Discretionary: $147,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,000,000 |
| High net worth individuals | 25 | $142,000,000 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [holbrookglobal.com](https://holbrookglobal.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,000,000 | 1 | March 11, 2021 |
| October 2022 | $160,000,000 | 1 | March 22, 2022 |
| October 2023 | $132,000,000 | 1 | March 16, 2023 |
| October 2024 | $143,000,000 | 1 | March 27, 2024 |
| October 2025 | $160,000,000 | 1 | March 20, 2025 |
| October 2026 | $147,000,000 | 1 | April 6, 2026 |

Regulatory assets under management: $160,000,000 in the October 2021 data and $147,000,000 in the October 2026 data, down 8%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holbrook Global Strategies (CRD 127059): Form ADV filing data as of October 2026.