GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD 158292File 801-72887

APPROVED

Retail clients

Filing as of Aug 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$775.2M

Above cohort median (national)

Discretionary AUM

$775.2M

Clients

3,819

8,863 accounts

Employees

122

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 8, 2011
Principal office: N14 W23833 STONE RIDGE DR - SUITE 350, WAUKESHA, WI, 53188
Phone: 262-650-1030
Website: https://www.gvcadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $775.2M
Discretionary AUM: $775.2M
Non-discretionary AUM: $0
Discretionary accounts: 8,863
Non-discretionary accounts: 0
Total accounts: 8,863
AUM per client: $203K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	33	$8.4M
High net worth individuals	128	$231.7M
Individuals (other than high net worth individuals)	3,658	$535.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other 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: 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 11

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

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	102	122	increased by20
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	3,959	3,819	decreased by140
Apr 1, 2026	AUM	$707,976,833	$775,151,544	increased by$67,174,711
Apr 1, 2026	Accounts	7,570	8,863	increased by1,293
May 1, 2025 vs Oct 1, 2022	Employees	117	102	decreased by15
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	5,774	3,959	decreased by1,815
May 1, 2025 vs Oct 1, 2022	AUM	$710,202,539	$707,976,833	decreased by$2,225,706
May 1, 2025 vs Oct 1, 2022	Accounts	5,774	7,570	increased by1,796
Apr 1, 2022	Clients	5,632	5,774	increased by142
Apr 1, 2022	AUM	$504,785,199	$710,202,539	increased by$205,417,340
Apr 1, 2022	Accounts	5,632	5,774	increased by142
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.