A complete list of active advisors currently associated with Global View Capital Management LLC

Warmer can help you find a great advisor at Global View Capital Management LLC or one who fits your needs even better.

Global View Capital Management LLC is an SEC‑registered investment adviser with roughly 99 advisors and about $775 million in discretionary assets under management that provides portfolio management, financial planning and model-driven sub‑advisory services to individuals (including high‑net‑worth clients), trusts, corporations and retirement plan participants. The firm sponsors a Personalized Managed Account Program, acts as a sub‑advisor and promotor on third‑party platforms, and also offers held‑away account management and a low‑cost, ETF‑only build‑your‑own option. GVCM’s investment process emphasizes technical and quantitative analysis—including momentum, relative strength and trend‑following signals—implemented through models managed to specific objectives rather than bespoke allocations, with IARs using a suitability questionnaire to match clients to strategies. Daily algorithmic signals and trade files are produced by AdvisorGuide, a research arm majority‑owned by the firm, and model implementation and trade execution are coordinated through third‑party platforms and block trading arrangements. Noteworthy distinctions include GVCM’s majority ownership of AdvisorGuide, which supplies the proprietary algorithmic research used across its strategies and is compensated by the firm, and the firm’s disclosure that it is deemed to have “constructive custody” because clients may sign standing letters of authorization and GVCM can debit fees directly. The adviser also operates affiliated distribution and insurance entities, engages in promotor/referral arrangements, and uses third‑party tooling such as Pontera for held‑away accounts and Castleview for program administration—relationships and governance features that differ from many peers and that clients should review.

To learn more about the advisors currently working at Global View Capital Management LLC, 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.