Global View Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global View Investment Advisors provides wealth management and consultation to individuals, high‑net‑worth families, revocable and irrevocable trusts, and business retirement plans, offering both discretionary and non‑discretionary portfolio management. Services documented in the brochure include preparing investment policy statements, asset allocation review, mutual fund selection, performance reporting, and coordination with third‑party money managers and clients’ other advisors.
The firm applies a Margin of Safety (MOS) investment philosophy, combining fundamental, cyclical, and technical analysis and typically holding positions long term while retaining the ability to use short sales and margin when appropriate. Its risk management process emphasizes downside‑risk metrics (including Sortino‑style analysis), worst rolling‑period returns, correlations, and probability modeling to match portfolios to client target returns and time horizons.
Compared with many peers, Global View highlights client education and community engagement: staff lead a financial planning class, have competed in national student planning challenges, and participate in volunteer and teaching activities, reflecting a practice that includes formal seminars or workshops. The firm also documents explicit sub‑adviser selection and monitoring processes, notes a small non‑discretionary segment of assets, and discloses that it does not exercise proxy‑voting authority for client accounts.
Client services
Expertise
Fee options
Negotiated up to a maximum of 2.0% annually
Main office
See office800 E Washington St, Suite A
Greenville SC 29601
Advisors at this office
2
Offices (2)
Most active in
Georgia · North Carolina · South Carolina · Texas
Also doing business as
Global View Investment Advisors, LLC · Global View, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Shane K
Series 65
Greenville, SC
Global View Investment Advisors, LLC
Shane Kozusko is a financial advisor at Global View Investment Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Global View in 2022, he served in the US Army from 2014 to 2019 and worked at the University of Georgia. Outside of finance, he has worked in the hospitality sector at The Hub bottle shop. Global View Investment Advisors serves individuals, high-net-worth families, trusts, and business retirement plans with wealth management and consultation services. The firm follows a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis, and emphasizes risk management through downside-risk metrics and probability modeling.
Jonathan W
Series 66
Greenville, SC
Global View Investment Advisors, LLC
Jonathan Wiles is a financial advisor at Global View Investment Advisors, LLC in Greenville, SC, with 20 years of industry experience. He holds the Series 66 designation and has been with Global View and Cambridge Investment Research since 2007. Global View Investment Advisors offers wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm follows a Margin of Safety investment philosophy, combining multiple methods of analysis, and emphasizes risk management and client education through formal seminars and teaching activities.
Matthew C
CFP®, Series 63, Series 66
Greenville, SC
Global View Investment Advisors, LLC
Matthew Crider is a CFP® with 16 years of experience in the financial services industry, currently serving at Global View Investment Advisors, LLC. His prior roles include positions at Fidelity Investments and Mass Mutual Life Insurance Company. Global View Investment Advisors provides wealth management and consultation to individuals, high-net-worth families, trusts, and business retirement plans. The firm employs a Margin of Safety investment philosophy that integrates fundamental, cyclical, and technical analysis with an emphasis on downside-risk metrics to align portfolios with client goals.
Joe H
CFP®, Series 66
Greenville, SC
Global View Investment Advisors, LLC
Joe Hines Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He has been with Global View Investment Advisors, LLC since 2007, after previously working at Cambridge Investment Research, Inc and Merrill. Outside of his advisory role, he serves as a board member for Miracle Hill Ministries, a nonprofit organization. Global View Investment Advisors provides wealth management and consultation to individuals, high-net-worth families, trusts, and business retirement plans. The firm applies a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis, with a risk management process focused on downside-risk metrics.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)