Global View Capital Management LLC
Waukesha, WI·SEC-registered · CRD #158292
Global View Capital Management LLC is an SEC-registered investment advisory firm in Waukesha, WI managing $775M across 8.9k client accounts, with 107 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$775M
Client accounts
8.9k
Advisory staff
107
Fee model
Fee-based
How Global View Capital Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Global View Capital Management LLC
How much does Global View Capital Management LLC manage?
Per its most recent SEC Form ADV filing (05/08/2026), Global View Capital Management LLC reports $775M in regulatory assets under management across roughly 8.9k client accounts.
How does Global View Capital Management LLC charge?
Global View Capital Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Global View Capital Management LLC a fiduciary?
Yes. Global View Capital Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #158292), 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 View Capital Management 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 View Capital Management 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 View Capital Management LLC's public SEC Form ADV filing (CRD #158292, filed 05/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Global View Capital Management 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 View Capital Management LLC? Claim this profile.