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| Keyboard |
| Global View Investment Advisors LLC
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|---|---|
| CRD # | 145499 |
| SEC # | 801-68500 |
| CIK # | |
| AUM | 553.8 M (2026-02-23) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 864-272-0818 |
| Address | 800 E Washington St Greenville, SC 29601 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 90.9 |
| (b) Individuals (high net worth individuals) | 219 | 462.9 |
| (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 | 1,656 | 553.8 |
| By Discretionary | ||
| Discretionary | 1,639 | 552.8 |
| Non-Discretionary | 17 | 1.0 |
| Total | 1,656 | 553.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 553.8 | |
| Total | 1,656 | 553.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Investment Management Inc
✚
|
MO | 558.9 M |
|
Guidance Point Advisors LLC
✚
|
558.3 M | |
|
Hobart Private Capital LLC
✚
|
NC | 558.2 M |
|
Nicollet Investment Management Inc
✚
|
MN | 557.4 M |
|
Creekside Partners Financial Advisers LLC
✚
|
CA | 553.4 M |
|
Alliance Wealth Advisors LLC
✚
|
UT | 552.0 M |
|
TrueWealth Advisors LLC
✚
|
AL | 547.5 M |
|
Adaptive Financial Consulting LLC
✚
|
OH | 547.1 M |
|
Stewardship Advisors LLC
✚
|
PA | 545.2 M |
|
Penobscot Wealth Management
✚
|
ME | 544.5 M |