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GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD 135234File 801-117677
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$259.3M
Below cohort median (national)
Discretionary AUM
$222.7M
Non-discretionary $36.5M
Clients
296
659 accounts
Employees
3
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
- HTTP://WWW.GBMI.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 282 | 296 | increased by14 |
| Mar 1, 2026 | AUM | $218,367,299 | $259,257,690 | increased by$40,890,391 |
| Mar 1, 2026 | Accounts | 602 | 659 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 3 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 246 | 282 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $154,312,473 | $218,367,299 | increased by$64,054,826 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 501 | 602 | increased by101 |
| Apr 1, 2022 | Clients | 205 | 246 | increased by41 |
| Apr 1, 2022 | AUM | $124,423,884 | $154,312,473 | increased by$29,888,589 |
| Apr 1, 2022 | Accounts | 407 | 501 | increased by94 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBAL FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.