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GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499File 801-68500
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$553.8M
Above cohort median (national)
Discretionary AUM
$552.8M
Non-discretionary $997K
Clients
585
1,656 accounts
Employees
8
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 21, 2007
- Principal office
- 800 E WASHINGTON ST, SUITE A, GREENVILLE, SC, 29601
- Phone
- 864-272-0818
- Website
- HTTP://GLOBALVIEWINV.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $553.8M
- Discretionary AUM
- $552.8M
- Non-discretionary AUM
- $997K
- Discretionary accounts
- 1,639
- Non-discretionary accounts
- 17
- Total accounts
- 1,656
- AUM per client
- $947K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 219 | $462.9M |
| Individuals (other than high net worth individuals) | 366 | $90.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 | 586 | 585 | decreased by1 |
| Mar 1, 2026 | AUM | $480,406,858 | $553,787,104 | increased by$73,380,246 |
| Mar 1, 2026 | Accounts | 1,733 | 1,656 | decreased by77 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 549 | 586 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $404,120,041 | $480,406,858 | increased by$76,286,817 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,461 | 1,733 | increased by272 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 512 | 549 | increased by37 |
| Apr 1, 2022 | AUM | $299,339,989 | $404,120,041 | increased by$104,780,052 |
| Apr 1, 2022 | Accounts | 1,596 | 1,461 | decreased by135 |
| 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 VIEW” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL VIEW” 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.