GLOBAL FINANCIAL ADVISORY SERVICES, INC.

CRD 135234File 801-117677

APPROVED

Retail clients

Custody

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$259.3M

Below cohort median (national)

Discretionary AUM

$222.7M

Non-discretionary $36.5M

Clients

296

659 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Nov 26, 2019
Principal office: 23822 VALENCIA BLVD., SUITE 304, VALENCIA, CA, 91355
Phone: (661) 286-0044
Website: HTTPS://WWW.FACEBOOK.COM/GLOBAL1960

Assets & accounts

ADV Item 5F

Total regulatory AUM: $259.3M
Discretionary AUM: $222.7M
Non-discretionary AUM: $36.5M
Discretionary accounts: 476
Non-discretionary accounts: 183
Total accounts: 659
AUM per client: $876K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.9M
High net worth individuals	64	$166.7M
Pension and profit sharing plans	16	$25.3M
Individuals (other than high net worth individuals)	216	$62.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.