GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD 158292 · SEC 801-72887

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N14 W23833 STONE RIDGE DR - SUITE 350, WAUKESHA, WI, 53188, United States

Phone

262-650-1030

Fax

262-650-1085

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$775.2M

Discretionary AUM

$775.2M

Team

122 total employees; 107 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersSUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

Client types

Type	Clients	AUM
Individuals	3658	$535.1M
High net worth individuals	128	$231.7M
Corporations/business entities	33	$8.4M

States served

VT, AK, AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, WA, TX, NH, HI, FL

All web addresses on file

Official SEC filing: View on IAPD