Global Value Investment Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 20, 2026, reports $226M in regulatory assets under management, 11 employee, 5 offices, and 539 accounts.
Assets Under Management
$226M
Employees
11
Offices
5 offices
Total Clients
192
Primary office
MILWAUKEE, WI
1433 N WATER STREET, SUITE 400, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
120
2
HNWI
28.1%
54
3
Other Advisers
3.1%
6
4
Pension Plans
2.1%
4
5
Corporations
2.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 20, 2026
Discretionary99.5%
$224M
99% of total RAUM99.5%
Non-discretionary0.5%
$1M
1% of total RAUM0.5%
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$226M
Total Accounts539
10Y AUM Change+$122M (+118.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee17:1
10Y Employee Change+3 (+37.5%)
* 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.