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Wealth manager, independent · McDonough, GA

Global Investment Advisory

Global Investment Advisory LLC · SEC-registered investment adviser · CRD 310305 · SEC 801-131279

At a glance

Global Investment Advisory is an SEC-registered investment adviser based in McDonough, Georgia, with $72 million in regulatory assets under management as of its Form ADV filed July 13, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 182 individual clients. By Form ADV it is a wealth manager, ranked 8,435th of 8,915 wealth managers and 15,701st of 17,210 SEC-registered advisers by assets.

Main office 678-583-1120globalria.comAs filed on Form ADV

Regulatory AUM
$72M
Rank among wealth managers
#8,435 of 8,915
Rank among all SEC RIAs
#15,701 of 17,210
Rank in Georgia
#314 of 331
Individual clients
182
High-net-worth clients
21
Accounts
352
Discretionary
100% of AUM
Employees
9
Advisory staff
5
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Charles Schwab$21M

Other RIAs using Charles Schwab

Broker-dealer

Hybrid RIA

Global Investment Advisory is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: American Global Wealth Management, Inc., First Asset Financial Inc., Wall Street Capital Corporation and Wealth Space Asset Management.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals21$38M53%
Individuals161$34M47%

Disciplinary disclosures

Global Investment Advisory reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗globalria.com ↗

AtlasMembers

The full record on Global Investment Advisory

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
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Growth over one, three and five years
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Rank against 3,162 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Global Investment Advisory manage?

Global Investment Advisory reports $72 million in regulatory assets under management across 352 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 13, 2026.

What kind of firm is Global Investment Advisory?

Global Investment Advisory is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Global Investment Advisory’s clients?

By assets, its largest client types are high-net-worth individuals ($38 million, 21 clients); individuals ($34 million, 161 clients).

Does Global Investment Advisory have any disciplinary history?

Global Investment Advisory reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Global Investment Advisory’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →