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Ag Global Advisors

Wealth managementRIA

CRD 155398Updated

Ag Global Advisors is an investment adviser, registered with the SEC since 2010. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $105 million, as filed on 31 March 2026.

13
Clients
Not reported
AUM per individual client
1
Advisory staff
1
Offices
0.45%
Annual fee

From Form ADV filed 31 March 2026SEC record

Services and clients

Ag Global Advisors provides portfolio management for individuals and small businesses and selecting other managers.

Ag Global Advisors reports 13 clients. They include 13 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $105M across 14 accounts are not. Of its clients, 87% are outside the U.S.

Clients and assets by client type
Clients13 clients reported
Assets$105M
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)Fewer than 50%
High-net-worth individuals100%100%
Banking or thrift institutionsFewer than 50%
Pension and profit-sharing plansFewer than 50%
Charitable organizationsFewer than 50%
Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businessesNot reported0%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
Individuals (other than HNW)
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
High-net-worth individuals
Clients
13
Regulatory AUM
$105M
AUM share
100.0%
Avg. per client
$8.05M
Banking or thrift institutions
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Pension and profit-sharing plans
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Charitable organizations
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
State or municipal government entities
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Other investment advisers
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Insurance companies
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Sovereign wealth funds and foreign official institutions
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Corporations and other businesses
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—

Total

Clients
13
Regulatory AUM
$105M
AUM share
100%
Avg. per client
—
Clients outside the U.S.
87%
Clients advised without assets under management last fiscal year
0
Private funds advised
0
Financial planning clients last fiscal year
0

Fees and minimums

Ag Global Advisors charges 0.45% a year for its Asset-based fee. The fee requires an account of at least $5,000,000.

Ownership and people

Armida Garaygordobil owns 75% or more of Ag Global Advisors. The leadership team of Ag Global Advisors includes Chief Compliance Officer Armida Garaygordobil. It has 1 employee.

Leadership

Investment adviser representatives

1 representatives listed in the SEC register as of 9 October 2026.

Staff

  • 1 employee
  • 1 in advisory functions
Who owns the firm
Ag Global Advisors LLC· the adviser
  • Armida Garaygordobil

    Control person · since June 2010

    Owns 75% or more of Ag Global Advisors LLC

Growth and acquisitions

Ag Global Advisors’ regulatory assets went from $101M (March 2021) to $105M (March 2026); clients fell from 14 to 13 and employees were 1 in both filings.

By annual filing
Measure
Figures from each annual filing
Ag Global Advisors figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$105M1311
March 2025$100M1311
March 2024$95.5M1511
May 2023$91.4M1611
March 2022$103M1411
March 2021$101M1411

Offices and registration details

Besides its headquarters, Ag Global Advisors has 0 offices, with 1 listed address with no US state reported.

Contact and registration details

Legal name
Ag Global Advisors LLC
Headquarters
Not reported
Website
Not reported
SEC file
801-71972
Structure
Arizona LLC
Fiscal year end
December

Custodians

Ag Global Advisors uses Citigroup Global Markets ($52.5M, 51%), The Pictet Group ($34.3M, 33%) and Morgan Stanley ($16.6M, 16%) as custodians for its separately managed accounts. Ag Global Advisors does not have custody of client assets.

Reported separately managed account assets by custodian
$103M
named custodians
  • Citigroup Global MarketsCitigroup Global Markets Inc. · New York, NY · $52.5M51%
  • Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $16.6M16%
  • The Pictet GroupThe Pictet Group · Geneva · $34.3M33%

Investments and reported holdings

At year end, Ag Global Advisors’ separately managed accounts were largely in bonds (45%) and funds (32%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks20%
  • Funds32%
  • Bonds45%
    • Investment grade corporate bonds28%
    • U.S. government and agency bonds17%
  • Cash1%
  • Other2%
    • Derivatives2%

Common questions

How many clients does Ag Global Advisors have?

Ag Global Advisors has 13 clients and manages $105 million for them, as of March 2026. They include 13 high-net-worth individuals.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Ag Global Advisors offer?

Ag Global Advisors provides portfolio management for individuals and small businesses and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does Ag Global Advisors charge?

Ag Global Advisors charges 0.45% a year for its Asset-based fee. The fee requires an account of at least $5,000,000.

Source: AG GLOBAL ADVISORS LLC BROCHURE, filed 31 March 2026

Which custodians does Ag Global Advisors use?

Ag Global Advisors’ separately managed account assets are held at Citigroup Global Markets Inc. (New York, NY), with $52.5M, The Pictet Group (Geneva), with $34.3M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $16.6M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Ag Global Advisors have?

Ag Global Advisors has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Ag Global Advisors invest in?

At the end of its last fiscal year, Ag Global Advisors’ separately managed accounts held 32% registered funds (mutual funds, ETFs, BDCs), 28% investment grade corporate bonds, 20% exchange-traded equities, 17% U.S. government and agency bonds, 2% derivatives and 1% cash and equivalents.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Does Ag Global Advisors have a minimum investment?

Yes, Ag Global Advisors’ minimum account size for its Asset-based fee is $5M.

Source: AG GLOBAL ADVISORS LLC BROCHURE, filed 31 March 2026

Who owns Ag Global Advisors?

Ag Global Advisors’ direct owner is Armida Garaygordobil (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Ag Global Advisors get paid?

Ag Global Advisors is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Ag Global Advisors?

Its phone number is 520-822-4709.

Source: Form ADV Part 1A, Item 1.F, filed 31 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. AG GLOBAL ADVISORS LLC BROCHURE, submitted 31 March 2026.
  3. IAPD firm record, CRD 155398.
  4. SEC registered adviser data, annual Form ADV amendments filed 31 March 2021 to 31 March 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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