Firm profile

GLOBAL INVESTMENT ADVISORY

MCDONOUGH, GACRD 310305Latest ADV April 27, 2026

Global Investment Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mcdonough, GA. Its latest Form ADV filing, dated April 27, 2026, reports $72M in regulatory assets under management, 9 employees, and 352 accounts.

Assets Under Management
$72M
Employees
9
Offices
--
Total Clients
182
Primary office
MCDONOUGH, GA
1600 PENNSYLVANIA AVENUE, MCDONOUGH, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJames R. Webb
CCOJames D. May
COOHunter W. Frey

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
161
2
HNWI
11.5%
21

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$72Mas of April 27, 2026
Discretionary100.0%
$72M
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$72M
Total Accounts352
10Y AUM Change+$72M

Employee Growth by Quarter

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

Total Employees9
Clients per Employee20:1
10Y Employee Change+5 (+125.0%)

* 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.