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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PathwaySignal
- Established Date
- 01-31-2001
- Office Locations
- 57
Office Locations
About Global View Capital Management LLC
Global View Capital Management is a fiduciary RIA providing financial planning and customized portfolio management, with an emphasis on drawdown-aware, quant-driven diversification. The firm pairs advisor-led guidance with a FinTech platform that lets clients and advisors view, compare, and update plans in real time in a paperless, 24/7 workflow. Operates across retail and institutional channels; named an etf.com ETF Leaders Top 50 Firm (2024).
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BARRY S. ARNOLD
Chief Investment Officer
- CRD
- #1923367
- Ownership
- Less than 5%
DINA LOUISE FLISS
Chief Compliance Officer, President
- CRD
- #1358397
- Ownership
- Less than 5%
Delta peak
Alpha horizon
- CRD
- #37791
- Ownership
- 2.0%
Showing 2 of 3 owners & executives
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NICHOLAS A. ABT
Associate Director
- CRD
- #7519891
CHADWICK B ALBANO
--
- CRD
- #4659590
Momentum capital
Prime pathway matrix
- CRD
- #21853
Showing 2 of 102 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,151,544 | $87,459 |
| Non-Discretionary | $0 | -- |
| Total | $775,151,544 | $87,459 |
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Separately Managed Accounts
Total SMA Asset: $775,151,544
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,260,740,558 | 48.0% |
| Public Funds | $2,769,481,363 | 31.2% |
| Cash | $798,888,855 | 9.0% |
| Private Funds | $1,047,432,054 | 11.8% |
| Total | $8,876,542,830 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA CREST | BRIDGE SIGNAL | UHQ8AUE4N | DWA | 11.51% | $119,197,152 |
| VERTEX TIMBER BRIDGE | PEAK CREST | S8P72YQ7Q | FNMW | 3.66% | $90,807,587 |
| CATALYST VERTEX CATALYST | ATLAS BEACON | W4AXFA518 | LPH | 10.76% | $101,248,619 |
| FRONTIER FUSION UNISON | FUSION VALUE | OWOTZ903T | SKVH | 6.40% | $72,423,982 |
| VERTEX VECTOR QUANTUM | FRONTIER WAVE | JBKDPAQQU | CALOO | 12.07% | $62,888,498 |
| WAVE PRIME HARBOR | OAK VALUE | SFCHBKH2L | BKDRD | 8.78% | $115,887,262 |
| OPTIMA CAPITAL | PIONEER VECTOR | BOHIBKEX7 | ZLOR | 7.42% | $32,873,904 |
| PIONEER INSIGHT TIMBER | VITAL ELEMENT | HJR7K2V42 | ISCB | 1.22% | $37,143,204 |