Global Assets Advisory, LLC
Orlando, FL·SEC-registered · CRD #300460
Global Assets Advisory, LLC is an SEC-registered investment advisory firm in Orlando, FL managing $552M across 2.8k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$552M
Client accounts
2.8k
Advisory staff
25
Fee model
Fee-only
How Global Assets Advisory, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Global Assets Advisory, LLC
How much does Global Assets Advisory, LLC manage?
Per its most recent SEC Form ADV filing (06/01/2026), Global Assets Advisory, LLC reports $552M in regulatory assets under management across roughly 2.8k client accounts.
How does Global Assets Advisory, LLC charge?
Global Assets Advisory, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Global Assets Advisory, LLC a fiduciary?
Yes. Global Assets Advisory, LLC is registered with the U.S. Securities and Exchange Commission (CRD #300460), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Global Assets Advisory, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Global Assets Advisory, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Global Assets Advisory, LLC's public SEC Form ADV filing (CRD #300460, filed 06/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Global Assets Advisory, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Global Assets Advisory, LLC? Claim this profile.