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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-2005
- Office Locations
- 2
Office Locations
About Global Financial Advisory Services, Inc.
Global Financial Advisory Services (part of Global Business Management) is a Southern California fee-based RIA and multi-family office serving entertainment professionals, athletes, entrepreneurs and their families. The firm combines investment management, asset allocation and financial planning with in-house tax, accounting and business management for holistic wealth and legacy planning. Custody includes Schwab and Pershing.
Reported data analysis
What the numbers show
Between March 5, 2025 and February 25, 2026, reported AUM increased 18.7%, from $218.4M to $259.3M.
Across 5 reported observations, AUM increased 68.0% between March 21, 2022 and February 25, 2026, from $154.3M to $259.3M.
Of the latest reported AUM, 85.9% is discretionary and 14.1% is non-discretionary.
The firm reports 3 advisory representatives and 296 clients, or 98.7 clients per representative. That equates to $875.9K in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Global Financial Advisory Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID SCOTT GARELICK
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2679553
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BARTON JAMES BREWER
Financial Advisor, General Partner
- CRD
- #1677665
PETER MARTIN GARELICK
Certified Financial Planner
- CRD
- #5382966
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,709,181 | $467,876 |
| Non-Discretionary | $36,548,509 | $199,719 |
| Total | $259,257,690 | $393,411 |
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Separately Managed Accounts
SMA allocation detail is available
Global Financial Advisory Services, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.