Global Assets Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated April 27, 2026, reports $552M in regulatory assets under management, 29 employees, 16 offices, and 2,588 accounts.
Assets Under Management
$552M
Employees
29
Offices
16 offices
Total Clients
2,588
Primary office
ORLANDO, FL
111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.7% of total clients.
Top client categories% of clientsClients
1
Individuals
91.7%
2,372
2
HNWI
7.7%
200
3
Corporations
0.6%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$552Mas of April 27, 2026
Discretionary98.3%
$542M
98% of total RAUM98.3%
Non-discretionary1.7%
$10M
2% of total RAUM1.7%
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$552M
Total Accounts2,588
10Y AUM Change+$552M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee89:1
10Y Employee Change+29
* 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.