Firm profile

GLOBAL VIEW INVESTMENT ADVISORS, LLC

GREENVILLE, SCCRD 145499Latest ADV February 23, 2026

Global View Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated February 23, 2026, reports $554M in regulatory assets under management, 8 employees, 1 office, and 1,656 accounts.

Assets Under Management
$554M
Employees
8
Offices
1 office
Total Clients
585
Primary office
GREENVILLE, SC
800 E WASHINGTON ST, SUITE A, GREENVILLE, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJonathan A. Wiles

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
366
2
HNWI
37.4%
219

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$554Mas of February 23, 2026
Discretionary99.8%
$553M
100% of total RAUM99.8%
Non-discretionary0.2%
$997K
0% of total RAUM0.2%
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$554M
Total Accounts1,656
10Y AUM Change+$388M (+234.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee73:1
10Y Employee Change+1 (+14.3%)

* 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.