Global Financial Private Client is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 26, 2026, reports $828M in regulatory assets under management, 6 employees, and 1,028 accounts.
Assets Under Management
$828M
Employees
6
Offices
--
Total Clients
140
Primary office
SARASOTA, FL
6000 CATTLERIDGE DRIVE, SUITE 200, SARASOTA, FL, United States
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
95
2
Individuals
32.1%
45
Categories with <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$828Mas of March 26, 2026
Discretionary83.1%
$688M
83% of total RAUM83.1%
Non-discretionary16.9%
$140M
17% of total RAUM16.9%
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.
Total AUM$828M
Total Accounts1,028
10Y AUM Change+$828M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change+2 (+50.0%)
* 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.