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Global View Investment Advisors, LLC

Global View Investment Advisors, LLC. CRD 145499

Global View Investment Advisors, LLC logo

CRD: 145499

Global View Investment Advisors, LLC

Greenville, SC, 29601
8642720818
globalviewinv.com
$553.8M Total AUM
$552.8M Disc. AUM
13.2% 3Y CAGR
8 Employees
585 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing
Clients
Retail
Platforms
Ridge peakBridge +more
Established Date
11-21-2007
Office Locations
2

Office Locations

420 E. Park Avenue Unit 303 Greenville SC
800 E Washington ST Suite A Greenville SC

About Global View Investment Advisors, LLC

Global View Investment Advisors is an independent RIA in Greenville, SC providing integrated wealth management—portfolio management, comprehensive financial planning, and coordinated tax and estate planning. The firm focuses on retirees, business owners, and families navigating retirement timing, market downturn risk, and legacy goals using transparent, risk-controlled strategies, with custody often through Schwab or Pershing.

Team overview

37 AVG AGE
$138.4M AVG AUM / ADVISOR
$946.6K AVG AUM / CLIENT
11.5 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Element vital Eagle Prime

Client Personas

Vertex wave Insight ember Zenith

CRM

Harbor

Custodian

Value ember Wave Meridian frontier Atlas Beacon Zenith Catalyst delta Momentum Timber summit Quantum

Fund Managers

Momentum

Investment Themes

Pioneer Glacier momentum Summit catalyst Ember Pioneer

Investment Vehicles

Peak

Platform

Radial element Summit

Services

Insight pathway Summit insight Value Peak vector Bridge catalyst Radial Ember Catalyst bridge

Technology

Quantum Unison Delta Capital

Owner & Executives

J

JOE EDWARD HINES JR

Partner

CRD
#3111797
Ownership
50% but less than 75%
(416) 610-1456
catalyst.pathway@capitalcapital.com
in linkedin.com/in/zenith-summit
J

JONATHAN A WILES

Chief Compliance Officer, Partner

CRD
#4798512
Ownership
50% but less than 75%
(706) 713-9968
peak.delta@embercapital.com
in linkedin.com/in/momentum-pathway

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Contacts

M

MATTHEW ROSS CRIDER

Financial Advisor, General Partner

CRD
#5580244
(552) 416-9788
vital.delta@vectorcapital.com
in linkedin.com/in/unison-oak
Shane Alan Kozusko

Shane Alan Kozusko

Paraplanner

CRD
#7573833
(820) 835-6362
summit.horizon@fusioncapital.com
in linkedin.com/in/beacon-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
02-09-2023
02-16-2024
07-23-2025
02-23-2026
Category Assets AVG. Account size
Discretionary $552,790,535 $337,273
Non-Discretionary $996,569 $58,622
Total $553,787,104 $334,413

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Separately Managed Accounts

Total SMA Asset: $553,787,104

$553.8M Total SMA
Public Funds:
17.8%
Equity - Exchange:
9.7%
Cash:
30.7%
U.S. Government/Agency:
41.8%
Asset class Assets Assets %
Public Funds $672,441,069 17.8%
Equity - Exchange $366,442,605 9.7%
Cash $1,159,771,956 30.7%
U.S. Government/Agency $1,579,103,183 41.8%
Total $3,777,758,813 100.0%

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