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GLOBAL FINANCIAL PRIVATE CLIENT
Legal name: GLOBAL FINANCIAL PRIVATE CLIENT, LLC
CRD 290006File 801-112204
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$828.3M
Above cohort median (national)
Discretionary AUM
$688.5M
Non-discretionary $139.9M
Clients
140
1,028 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2018
- Principal office
- 6000 CATTLERIDGE DRIVE, SUITE 200, SARASOTA, FL, 34232
- Phone
- 941-441-1624
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $828.3M
- Discretionary AUM
- $688.5M
- Non-discretionary AUM
- $139.9M
- Discretionary accounts
- 926
- Non-discretionary accounts
- 102
- Total accounts
- 1,028
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| High net worth individuals | 95 | $782.1M |
| Pension and profit sharing plans | Fewer than 5 | $26.0M |
| Individuals (other than high net worth individuals) | 45 | $17.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| 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.