Global Financial Private Client provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Global Financial Private Client reports 140 clients. They include 95 high-net-worth individuals and 45 individual clients. Of its assets, 83.1% ($688M across 926 accounts) are managed with discretion; $140M across 102 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 2% |
| High-net-worth individuals | 68% | 94% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
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) | 45 | $17.2M | 2.1% | $382K |
| High-net-worth individuals | 95 | $782M | 94.4% | $8.23M |
| Pension and profit-sharing plans | Fewer than 5 | $26M | 3.1% | — |
| Corporations and other businesses | Fewer than 5 | $2.98M | 0.4% | — |
| Total | 140 | $828M | 100% | — |
- Clients
- 45
- Regulatory AUM
- $17.2M
- AUM share
- 2.1%
- Avg. per client
- $382K
- Clients
- 95
- Regulatory AUM
- $782M
- AUM share
- 94.4%
- Avg. per client
- $8.23M
- Clients
- Fewer than 5
- Regulatory AUM
- $26M
- AUM share
- 3.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.98M
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 140
- Regulatory AUM
- $828M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Global Financial Private Client is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting (Stand-alone)
- Stand-alone financial planning and consulting is negotiable: fixed fees of $5,000 to $25,000, or $350 to $575 an hour.
Geoffrey A. Frazier Trust owns 75% or more of Global Financial Private Client. The leadership team of Global Financial Private Client includes Chief Compliance Officer Geoffrey Frazier. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of Global Financial Private Client, LLC
Geoffrey A. Frazier Trust
Control person · since January 2023
Geoffrey Frazier
Trustee · Control person · since January 2023
- Owns 10% to 25% of Global Financial Private Client, LLC
Brian Timm
since January 2023
Global Financial Private Client’s regulatory assets grew 2.3× from $364M (April 2021) to $828M (March 2026); clients fell from 169 to 140 and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $828M | 140 | 6 | 1 |
| Mar 2025March 2025 | $667M | 141 | 6 | 1 |
| Mar 2024March 2024 | $516M | 140 | 6 | 1 |
| Mar 2023March 2023 | $419M | 135 | 6 | 1 |
| Jul 2022July 2022 | $403M | 132 | 5 | 1 |
| Apr 2021April 2021 | $364M | 169 | 5 | 1 |
Besides its headquarters, Global Financial Private Client has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 6000 Cattleridge Drive, Suite 200, SarasotaHQ
Contact and registration details
- Legal name
- Global Financial Private Client, LLC
- Headquarters
- 6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232
- Website
- mygfpc.com
- Phone
- 941-441-1624
- SEC file
- 801-112204
- Structure
- Florida LLC
- Fiscal year end
- December
Global Financial Private Client’s named custodian for separately managed accounts is Fidelity ($668M). Global Financial Private Client has custody of $32.1M for 5 clients.
- FidelityNational Financial Services LLC · Boston, MA · $668M100%
At year end, Global Financial Private Client’s separately managed accounts were largely in stocks (31%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $369M across 246 positions; the largest are State Str SPDR S&P 500 ETF T (4.9%), Apple Inc. (4.4%) and Vanguard Index Fds (3.4%).
What the accounts hold
- Stocks31%
- Exchange-traded equities21%
- Non-exchange-traded equities10%
- Funds31%
- Bonds20%
- State and local bonds12%
- Investment grade corporate bonds6%
- U.S. government and agency bonds2%
- Cash18%
How many clients does Global Financial Private Client have?
Global Financial Private Client has 140 clients and manages $828 million for them, as of March 2026. They include 95 high-net-worth individuals and 45 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Global Financial Private Client offer?
Global Financial Private Client provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Global Financial Private Client use?
Global Financial Private Client’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $668M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Global Financial Private Client have?
Global Financial Private Client has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Global Financial Private Client invest in?
At the end of its last fiscal year, Global Financial Private Client’s separately managed accounts held 31% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 18% cash and equivalents, 12% state and local bonds, 10% non-exchange-traded equities, 6% investment grade corporate bonds and 2% U.S. government and agency bonds.
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 Private Client?
Global Financial Private Client’s direct owners are Geoffrey A. Frazier Trust (75% or more) and Brian Timm (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Global Financial Private Client get paid?
Global Financial Private Client is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Private Client?
Global Financial Private Client’s main office is at 6000 Cattleridge Drive, Suite 200, Sarasota, FL 34232. Its phone number is 941-441-1624. Its website is mygfpc.com.