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GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260File 801-121076
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$225.6M
Below cohort median (national)
Discretionary AUM
$224.4M
Non-discretionary $1.2M
Clients
192
539 accounts
Employees
11
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 30, 2021
- Principal office
- 1433 N WATER STREET, SUITE 400, MILWAUKEE, WI, 53202
- Phone
- 262-478-0640
- Website
- https://gvi-corp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $225.6M
- Discretionary AUM
- $224.4M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 516
- Non-discretionary accounts
- 23
- Total accounts
- 539
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.1M |
| Charitable organizations | Fewer than 5 | $716K |
| Other investment advisers | 6 | $22.9M |
| High net worth individuals | 54 | $157.6M |
| Pooled investment vehicles | 1 | $348K |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 120 | $35.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.