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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Global Financial Private Client
Global Financial Private Client (GFPC) is an SEC-registered RIA in Sarasota, FL providing family office-style wealth management for individuals and families and related entities (foundations/partnerships). Services span investment consulting, advanced and estate planning, tax management/mitigation, asset protection, philanthropy, lifestyle support, and clear ongoing reporting—coordinating with clients’ outside professionals while safeguarding privacy. Custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN CURTIS TIMM
Managing Partner
- CRD
- #6544776
- Ownership
- 10% but less than 25%
GEOFFREY ALLEN FRAZIER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1991946
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Stephen Michael Fedak
Financial Advisor
- CRD
- #2124519
Derek Hartman
Partner
- CRD
- #6081035
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $688,480,354 | $743,499 |
| Non-Discretionary | $139,853,959 | $1,371,117 |
| Total | $828,334,313 | $805,773 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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