VALENCIA, CACRD 135234Latest ADV February 25, 2026
Global Financial Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Valencia, CA. Its latest Form ADV filing, dated February 25, 2026, reports $259M in regulatory assets under management, 3 employees, 1 office, and 659 accounts.
Assets Under Management
$259M
Employees
3
Offices
1 office
Total Clients
296
Primary office
VALENCIA, CA
23822 VALENCIA BLVD., SUITE 304, VALENCIA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
216
2
HNWI
21.6%
64
3
Pension Plans
5.4%
16
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of February 25, 2026
Discretionary85.9%
$223M
86% of total RAUM85.9%
Non-discretionary14.1%
$37M
14% of total RAUM14.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$259M
Total Accounts659
10Y AUM Change+$155M (+148.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee99:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.