Investment adviser · CRD 158292
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
WAUKESHA, WI, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $775M Form ADV · Item 5.F
- Client accounts
- 8,863 Accounts, not individual clients
- Employees
- 122 Reported in this filing
- Advisory professionals
- 107 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,658 | $535,077,187 | 69.0% |
| High-net-worth individuals | 128 | $231,664,428 | 29.9% |
| Corporations & businesses | 33 | $8,409,929 | 1.1% |
Filing source
Form ADV 2127948 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
N14 W23833 STONE RIDGE DR - SUITE 350WAUKESHA, WI, 53188, United States
CRD 158292
Filing source
Form ADV 2127948 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.