Global Strategic Investment Solutions provides portfolio management for individuals and small businesses and selecting other managers.
Global Strategic Investment Solutions reports 129 clients. They include 92 high-net-worth individuals, 22 individual clients and 15 charitable organizations. Of its assets, 98.7% ($1.59B across 385 accounts) are managed with discretion; $21.2M across 16 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 17% | <1% |
| High-net-worth individuals | 71% | 73% |
| Charitable organizations | 12% | 27% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 22 | $8.66M | 0.5% | $394K |
| High-net-worth individuals | 92 | $1.17B | 73.0% | $12.8M |
| Charitable organizations | 15 | $427M | 26.5% | $28.4M |
| Total | 129 | $1.61B | 100% | $12.5M |
- Clients
- 22
- Regulatory AUM
- $8.66M
- AUM share
- 0.5%
- Avg. per client
- $394K
- Clients
- 92
- Regulatory AUM
- $1.17B
- AUM share
- 73.0%
- Avg. per client
- $12.8M
- Clients
- 15
- Regulatory AUM
- $427M
- AUM share
- 26.5%
- Avg. per client
- $28.4M
Total
- Clients
- 129
- Regulatory AUM
- $1.61B
- AUM share
- 100%
- Avg. per client
- $12.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Global Strategic Investment Solutions charges 0.15%–0.70% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and has a $25,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Project-Based Services
- Additional project-based services, including support for externally held investment assets, carry a separately negotiated fee.
Curt Thompson owns 75% or more of Global Strategic Investment Solutions. The leadership team of Global Strategic Investment Solutions includes Chief Investment Officer Nicholas Botticelli and Chief Compliance Officer Matthew Underwood. It has 6 employees, 4 of them in advisory roles.
Leadership
- Matthew UnderwoodChief Compliance Officer
- Nicholas BotticelliChief Investment Strategist
- Curt ThompsonManaging Partner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Guido Botticelli
- Tyson Ross Keene
- Curt Randall Thompson
- Matthew Keith Underwood
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Global Strategic Investment Solutions, LLC
Curt Thompson
Control person · since January 2018
Global Strategic Investment Solutions’ regulatory assets grew 2.3× from $710M (April 2021) to $1.61B (September 2026); clients rose from 64 to 129 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.61B | 129 | 6 | 3 |
| July 2025 | $1.45B | 126 | 6 | 3 |
| May 2024 | $1.36B | 111 | 5 | 1 |
| April 2023 | $1.16B | 105 | 5 | 1 |
| February 2022 | $1.11B | 93 | 5 | 2 |
| April 2021 | $710M | 64 | 5 | 2 |
Besides its headquarters, Global Strategic Investment Solutions has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Arizona and North Carolina.
Arizona · 1 listed address
- 7337 East Doubletree Ranch Road, Suite C-165, ScottsdaleHQ
North Carolina · 1 listed address
- 3511 Shannon Road, Third Floor, Durham
Contact and registration details
- Legal name
- Global Strategic Investment Solutions, LLC
- Headquarters
- 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258
- Website
- gsisus.com
- Phone
- 480-935-2210
- SEC file
- 801-114835
- Structure
- Arizona LLC
- Fiscal year end
- December
Global Strategic Investment Solutions uses Charles Schwab ($1.6B) as custodian for its separately managed accounts. Global Strategic Investment Solutions has custody of $465M in client assets for 52 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.6B100%
At year end, Global Strategic Investment Solutions’ separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.13B across 151 positions; the largest are iShares TR (9.7%), Vanguard Scottsdale Fds (8.2%) and Vanguard Scottsdale Fds (7.8%).
What the accounts hold
- Stocks4%
- Funds87%
- Registered funds84%
- Pooled vehicles3%
- Bonds8%
- State and local bonds5%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash3%
Reported 13F holdings
- $1.13B
- Reported 13F value
- 151
- Positions
- 54.6%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- iShares TR · Core MSCI Eafe9.7%
- Vanguard Scottsdale Fds · Vng Rus1000val8.2%
- Vanguard Scottsdale Fds · Vng Rus1000grw7.8%
- iShares TR · Core Univrsl Usd6.1%
- SPDR Index Shs Fds · ST Str PO EX ETF4.5%
- Vanguard Index Fds · Growth ETF4.4%
- Vanguard Mun BD Fds · Tax Exempt BD3.8%
- American Centy ETF TR · US Large Cap Vlu3.6%
- American Centy ETF TR · Avantis US Larg3.3%
- SPDR Index Shs Fds · ST Port Mark ETF3.2%
Together, the ten largest are 54.6% of reported value.
How many clients does Global Strategic Investment Solutions have?
Global Strategic Investment Solutions has 129 clients and manages $1.61 billion for them, as of September 2026. They include 92 high-net-worth individuals, 22 individual clients and 15 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Global Strategic Investment Solutions offer?
Global Strategic Investment Solutions 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 Global Strategic Investment Solutions charge?
Global Strategic Investment Solutions charges 0.15%–0.70% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and has a $25,000 annual minimum.
Source: ADV PART 2A-GLOBAL STRATEGIC INVESTMENT SOLUTIONS, filed 21 September 2026
Which custodians does Global Strategic Investment Solutions use?
Global Strategic Investment Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.6B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Global Strategic Investment Solutions have?
Global Strategic Investment Solutions has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 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 Global Strategic Investment Solutions invest in?
At the end of its last fiscal year, Global Strategic Investment Solutions’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds, 4% exchange-traded equities, 3% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate 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 Strategic Investment Solutions?
Global Strategic Investment Solutions’ direct owner is Curt Thompson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Global Strategic Investment Solutions get paid?
Global Strategic Investment Solutions is paid through a percentage of assets under management. 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
Is Global Strategic Investment Solutions registered with the SEC?
Yes, Global Strategic Investment Solutions has been registered with the SEC as an investment adviser since 15 March 2019. Its CRD number is 175300 and its SEC file number is 801-114835.
Source: Form ADV Part 1A, Item 1, filed 21 September 2026; IAPD firm record
How do I contact Global Strategic Investment Solutions?
Global Strategic Investment Solutions’ main office is at 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258. Its phone number is 480-935-2210. Its website is gsisus.com.