Idaho Falls, ID Office
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Global View Capital Management LLC
Multi-team
Firm-wide stats for Global View Capital Management LLC
About
Global View Capital Management provides discretionary investment management and financial planning to a mix of individuals (including high-net-worth clients), trusts, corporations and employer-sponsored retirement plans. The firm also acts as a sub‑advisor to third‑party programs and sponsors a Personalized Managed Account Program that includes SMAs, mutual funds, ETFs and access to unrelated third‑party managers, and it offers a separate low‑cost, ETF-only “build your own” option and held‑away account management through a third‑party platform.
The firm uses a suitability questionnaire to establish risk profile and time horizon, and generally manages strategies to specific objectives rather than tailoring each model to an individual client; IARs match model suitability to client circumstances. Investment selection relies primarily on technical and quantitative methods — including momentum, relative strength and trend‑following signals — with stop‑loss rules to shift exposure, and those signals are produced by the firm’s algorithmic research platform covering over 14,000 mutual funds and ETFs.
Distinctive features include the firm’s ownership of its research arm (AdvisorGuide, LLC, acquired in 2026) that generates the daily rankings and buy/sell alerts used across its programs and is also offered to outside subscribers. GVCM discloses it is deemed to have “constructive custody” in certain situations (fee debits and standing letters of authorization) and operates a networked delivery model that includes promotor/referral arrangements, affiliated marketing and insurance entities, a TAMP relationship that enables block trading, and multiple platform integrations that clients should consider when evaluating potential conflicts of interest.
Based on Global View Capital Management LLC
Expertise
Based on Global View Capital Management LLC
Location
765 S. Woodruff Avenue, Suite 2
Idaho Falls ID 83401
Advisors at this office
6
Advisors at this office
Brennen B
Series 65
Idaho Falls, ID
Global View Capital Management LLC
Brennen Baker is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and two years of industry experience. Prior to his advisory role, he has worked in various capacities at Camping World since 2016, currently managing warranty claims and accounts receivable. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans, using a model-based investment approach driven by technical and quantitative research through its proprietary algorithmic platform.
Christopher K
Series 65
Idaho Falls, ID
Global View Capital Management LLC
Christopher Kunz is a financial advisor with Global View Capital Management LLC based in Idaho Falls, ID. He holds a Series 65 credential and has three years of industry experience, including roles at Cetera Investment Services LLC and DL Evans Bank. Kunz is also involved in marketing and sales of advisory and insurance services through affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes technical and quantitative investment strategies supported by an in-house research platform and offers a range of managed account options, including personalized models and an ETF-only solution.
Garth H
Series 63, Series 65
Idaho Falls, ID
Global View Capital Management LLC
Garth Hassel is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with various entities including Sound Mind Care, LLC, where he authors and promotes books related to long-term care planning for women. Hassel also participates in nonprofit organizations providing financial education and community support. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach supported by an in-house research platform, offering a range of managed account programs that include SMA, mutual funds, ETFs, and third-party manager access.
Steven S
Series 63, Series 65
Idaho Falls, ID
Global View Capital Management LLC
Steven Sorensen is a financial advisor at Global View Capital Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Global View Capital Management since 2014. Outside of his advisory work, Sorensen is also a musician, performing as a singer and songwriter. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative, model-based investment approach driven by proprietary algorithmic research covering thousands of mutual funds and ETFs.
Jeremy C
Series 63, Series 65
Idaho Falls, ID
Global View Capital Management LLC
Jeremy Condie is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His work history includes roles at Convergys and Hirning Buick GMC, and he also contributes periodically to his family farm in Idaho. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using technical signals across a broad universe of mutual funds and ETFs, supported by an in-house research platform that delivers daily rankings and buy/sell alerts.
Steven G
Series 65
Idaho Falls, ID
Global View Capital Management LLC
Steven Gudmundson is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and nine years of industry experience. He has been with Global View Capital Management since 2017 and is also involved with affiliated entities Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative, model-driven investment approach using technical indicators and algorithmic research, and offers a range of managed account options including separate account programs and ETF-only portfolios.
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