Global Financial Advisory Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Global Financial Advisory Services reports 296 clients. They include 216 individual clients, 64 high-net-worth individuals, and 16 pension and profit-sharing plans. Of its assets, 85.9% ($223M across 476 accounts) are managed with discretion; $36.5M across 183 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 24% |
| High-net-worth individuals | 22% | 64% |
| Pension and profit-sharing plans | 5% | 10% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $62.4M | 24.1% | $289K |
| High-net-worth individuals | 64 | $167M | 64.3% | $2.6M |
| Pension and profit-sharing plans | 16 | $25.3M | 9.7% | $1.58M |
| Charitable organizations | Fewer than 5 | $4.93M | 1.9% | — |
| Total | 296 | $259M | 100% | — |
- Clients
- 216
- Regulatory AUM
- $62.4M
- AUM share
- 24.1%
- Avg. per client
- $289K
- Clients
- 64
- Regulatory AUM
- $167M
- AUM share
- 64.3%
- Avg. per client
- $2.6M
- Clients
- 16
- Regulatory AUM
- $25.3M
- AUM share
- 9.7%
- Avg. per client
- $1.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.93M
- AUM share
- 1.9%
- Avg. per client
- —
Total
- Clients
- 296
- Regulatory AUM
- $259M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Global Financial Advisory Services is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) plan services
- 401(k) plan assets are billed at 1.00% on the first $250,000, 0.50% on the next $250,000, 0.40% on the next $500,000 and 0.30% above $1,000,000; American Funds plans are generally 0.50% a year.
- Financial consulting services
- Financial consulting is billed hourly at a rate not to exceed $250 per hour, in arrears, and may be negotiable.
David Garelick owns 75% or more of Global Financial Advisory Services. The leadership team of Global Financial Advisory Services includes President David Garelick. It has 3 employees.
Leadership
- David GarelickPresident / CEO & Chief Compliance Officer; Shareholder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Barton James Brewer
- David Scott Garelick
- Peter Martin Garelick
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Global Financial Advisory Services, Inc.
David Garelick
Control person · since March 1999
Global Financial Advisory Services’ regulatory assets grew 2.1× from $124M (February 2021) to $259M (February 2026); clients rose from 205 to 296 and employees fell from 6 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $259M | 296 | 3 | 2 |
| March 2025 | $218M | 282 | 3 | 2 |
| February 2024 | $196M | 288 | 5 | 2 |
| March 2023 | $154M | 268 | 4 | 2 |
| March 2022 | $154M | 246 | 6 | 2 |
| February 2021 | $124M | 205 | 6 | 2 |
Besides its headquarters, Global Financial Advisory Services has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 23822 Valencia BLVD., Suite 304, ValenciaHQ
- 15260 Ventura BLVD., Sherman Oaks
Contact and registration details
- Legal name
- Global Financial Advisory Services, Inc.
- Headquarters
- 23822 Valencia BLVD., Suite 304, Valencia, CA 91355
- Website
- gbmi.com
- Phone
- 661-286-0044
- SEC file
- 801-117677
- Founded
- 1997
- Structure
- California corporation
- Fiscal year end
- December
Global Financial Advisory Services uses Charles Schwab ($222M) as custodian for its separately managed accounts. Global Financial Advisory Services has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $222M100%
At year end, Global Financial Advisory Services’ separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks5%
- Funds91%
- Bonds3%
- Cash1%
How many clients does Global Financial Advisory Services have?
Global Financial Advisory Services has 296 clients and manages $259 million for them, as of February 2026. They include 216 individual clients, 64 high-net-worth individuals, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Global Financial Advisory Services offer?
Global Financial Advisory Services provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Global Financial Advisory Services use?
Global Financial Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Global Financial Advisory Services have?
Global Financial Advisory Services has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Global Financial Advisory Services invest in?
At the end of its last fiscal year, Global Financial Advisory Services’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 3% U.S. government and agency bonds 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
Who owns Global Financial Advisory Services?
Global Financial Advisory Services’ direct owner is David Garelick (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Global Financial Advisory Services get paid?
Global Financial Advisory Services is paid through a percentage of assets under management, hourly charges 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 Global Financial Advisory Services?
Global Financial Advisory Services’ main office is at 23822 Valencia BLVD., Suite 304, Valencia, CA 91355. Its phone number is 661-286-0044. Its website is gbmi.com.