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| Keyboard |
| Global Investment Advisory LLC
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|---|---|
| CRD # | 310305 |
| SEC # | 801-131279 |
| CIK # | |
| AUM | 71.8 M (2026-06-29) |
| Employees | 9 (56% Investors, 56% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-583-1120 |
| Address | 1600 Pennsylvania Avenue Mcdonough, GA 30253 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 33.6 |
| (b) Individuals (high net worth individuals) | 21 | 38.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 71.8 |
| By Discretionary | ||
| Discretionary | 352 | 71.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 352 | 71.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 71.8 | |
| Total | 352 | 71.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sage Hill Advisory and Management LLC
✚
|
NY | 73.3 M |
|
Stewardship Partners Investment Counsel Inc
✚
|
73.2 M | |
|
Great Northern Asset Management Inc
✚
|
FL | 73.1 M |
|
The Bycoff Group LLC
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|
72.6 M | |
|
Stylus Capital LLC
✚
|
72.0 M | |
|
Franco Financial Advisors Inc
✚
|
NY | 72.0 M |
|
World Capital Advisors LLC
✚
|
CO | 72.0 M |
|
Madison Global Advisors LLC
✚
|
NY | 71.4 M |
|
Planrock Investment Management LLC
✚
|
TN | 71.0 M |
|
Polaris Financial LLC
✚
|
70.2 M |