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GLOBAL ASSETS ADVISORY, LLC
CRD 300460File 801-114946
APPROVED
Retail clients
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$551.7M
Above cohort median (national)
Discretionary AUM
$542.0M
Non-discretionary $9.6M
Clients
2,588
2,588 accounts
Employees
29
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 5, 2019
- Principal office
- 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL, 32801
- Phone
- 407-254-1500
- Website
- https://WWW.IAAC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $551.7M
- Discretionary AUM
- $542.0M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 2,366
- Non-discretionary accounts
- 222
- Total accounts
- 2,588
- AUM per client
- $213K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $4.1M |
| High net worth individuals | 200 | $238.1M |
| Individuals (other than high net worth individuals) | 2,372 | $309.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11- Q11
- Q11G
- Q11D2
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 29 | increased by8 |
| Apr 1, 2026 | Clients | 1,376 | 2,588 | increased by1,212 |
| Apr 1, 2026 | AUM | $338,145,734 | $551,663,967 | increased by$213,518,233 |
| Apr 1, 2026 | Accounts | 2,213 | 2,588 | increased by375 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,021 | 1,376 | increased by355 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $344,975,545 | $338,145,734 | decreased by$6,829,811 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,436 | 2,213 | increased by777 |
| May 1, 2022 | Clients | 710 | 1,021 | increased by311 |
| May 1, 2022 | AUM | $211,266,980 | $344,975,545 | increased by$133,708,565 |
| May 1, 2022 | Accounts | 992 | 1,436 | increased by444 |
| May 1, 2021 | Disclosures | No | Yes | |
| 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 ASSETS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL ASSETS” 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.