A complete list of active advisors currently associated with Global Investment Advisory
Warmer can help you find a great advisor at Global Investment Advisory or one who fits your needs even better.
Global Investment Advisory provides fee-based, discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and other financial advisory firms. The firm also acts as an asset manager and sub‑advisor through a Turnkey Asset Management Program (TAMP) and reported roughly $71.8 million in discretionary assets under management as of December 31, 2025. The firm’s stated investment approach emphasizes tactical asset allocation combined with fundamental analysis, using model portfolios, security selection, rebalancing, and periodic tactical adjustments to manage risk and pursue performance. Portfolios may include a wide range of instruments—mutual funds, ETFs, individual equities, fixed income, real estate partnership interests, oil and gas positions, opportunity‑zone investments, and cash positions used as hedges—and the firm may engage third‑party sub‑advisors for some strategies. Global Investment Advisory discloses several uncommon features for a firm of its size: it is affiliated with a broker‑dealer (American Global Wealth Management) and with related advisory and insurance entities (Cape Investment Advisory and Cape Insurance Solutions), and some representatives are registered to receive transaction‑based compensation; the brochure describes disclosure and internal policies intended to address these conflicts. The firm also emphasizes its TAMP/sub‑advisory work for other advisors and notes that financial plans, if prepared, are not reviewed routinely after delivery unless a client requests an update.
To learn more about the advisors currently working at Global Investment Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mcdonough, GA
| 26
| |
Collierville, TN
| 23
| |
Mcdonough, GA
| 2
| |
Tampa, FL
| 16
| |
Charlotte, NC
| 25
| |
Fulshear, TX
| 6
| |
Mcdonough, GA
| 40
|
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