Global View Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waukesha, WI. Its latest Form ADV filing, dated March 12, 2026, reports $775M in regulatory assets under management, 122 employees, 5 offices, and 8,863 accounts.
Assets Under Management
$775M
Employees
122
Offices
5 offices
Total Clients
3,819
Primary office
WAUKESHA, WI
N14 W23833 STONE RIDGE DR - SUITE 350, WAUKESHA, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.8% of total clients.
Top client categories% of clientsClients
1
Individuals
95.8%
3,658
2
HNWI
3.4%
128
3
Corporations
0.9%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$775Mas of March 12, 2026
Discretionary100.0%
$775M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$775M
Total Accounts8,863
10Y AUM Change+$470M (+154.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees122
Clients per Employee31:1
10Y Employee Change+18 (+17.3%)
* 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.