Global Value Investment provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Global Value Investment reports 192 clients. They include 120 individual clients, 54 high-net-worth individuals and 6 other investment advisers. Of its assets, 99.5% ($224M across 516 accounts) are managed with discretion; $1.19M across 23 accounts are not. A wrap fee program the firm both sponsors and manages holds $214M. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 16% |
| High-net-worth individuals | 28% | 70% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 2% | 1% |
| Charitable organizations | 2% | <1% |
| Other client typesOther investment advisers; Corporations and other businesses | 5% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 120 | $35.7M | 15.8% | $298K |
| High-net-worth individuals | 54 | $158M | 69.8% | $2.92M |
| Pooled investment vehicles | 1 | $348K | 0.2% | $348K |
| Pension and profit-sharing plans | Fewer than 5 | $2.28M | 1.0% | $570K |
| Charitable organizations | Fewer than 5 | $716K | 0.3% | $239K |
| Other investment advisers | 6 | $22.9M | 10.1% | $3.81M |
| Corporations and other businesses | Fewer than 5 | $6.08M | 2.7% | $1.52M |
| Total | 192 | $226M | 100% | — |
- Clients
- 120
- Regulatory AUM
- $35.7M
- AUM share
- 15.8%
- Avg. per client
- $298K
- Clients
- 54
- Regulatory AUM
- $158M
- AUM share
- 69.8%
- Avg. per client
- $2.92M
- Clients
- 1
- Regulatory AUM
- $348K
- AUM share
- 0.2%
- Avg. per client
- $348K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.28M
- AUM share
- 1.0%
- Avg. per client
- $570K
- Clients
- Fewer than 5
- Regulatory AUM
- $716K
- AUM share
- 0.3%
- Avg. per client
- $239K
- Clients
- 6
- Regulatory AUM
- $22.9M
- AUM share
- 10.1%
- Avg. per client
- $3.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.08M
- AUM share
- 2.7%
- Avg. per client
- $1.52M
Total
- Clients
- 192
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Global Value Investment is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Geygan owns 25% to 50% of Global Value Investment. James Geygan is CEO; the leadership team includes Chief Financial Officer Stacy Wilke. It has 11 employees, 7 of them in advisory roles.
Leadership
- James GeyganChief Executive Officer
- Stacy WilkeChief Financial Officer and Chief Compliance Officer
- Jeffrey GeyganExecutive Chairman, Chairman of the Board of Directors, Controlling Shareholder
- Kathy GeyganDirector
- Shawn RiceDirector
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 7 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Global Value Investment Corporation
Jeffrey Geygan
Control person · since August 2007
- Owns 25% to 50% of Global Value Investment Corporation
Kathy Geygan
Control person · since August 2007
- Owns 5% to 10% of Global Value Investment Corporation
James Geygan
Control person · since May 2024
Global Value Investment’s regulatory assets grew 2.2× from $104M (April 2021) to $226M (September 2026); clients rose from 113 to 192 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $226M | 192 | 11 | 6 |
| July 2025 | $194M | 142 | 10 | 6 |
| May 2024 | $171M | 133 | 8 | 6 |
| July 2023 | $138M | 129 | 10 | 3 |
| May 2022 | $123M | 121 | 11 | 3 |
| April 2021 | $104M | 113 | 8 | 3 |
Besides its headquarters, Global Value Investment has 5 offices (4 private residences, listed without an address), with 2 listed addresses in the U.S. and abroad.
Wisconsin · 1 listed address
- 1433 N Water Street, Suite 400, MilwaukeeHQ
International offices
- SUITE 43, 3RD FLOOR, AWFIS SPACE SOLUTION, SHRESHT, TELANGANA, 500032, India
Contact and registration details
- Legal name
- Global Value Investment Corporation
- Headquarters
- 1433 N Water Street, Suite 400, Milwaukee, WI 53202
- Website
- gvi-corp.com
- Phone
- 262-478-0640
- @global-value-investment-corp
- SEC file
- 801-121076
- Structure
- Delaware corporation
- Fiscal year end
- December
Global Value Investment uses Charles Schwab ($215M) as custodian for its separately managed accounts. Global Value Investment has custody of $16.3M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $215M100%
At year end, Global Value Investment’s separately managed accounts were mostly in bonds (52%) and stocks (37%).
What the accounts hold
- Stocks37%
- Exchange-traded equities33%
- Non-exchange-traded equities4%
- Funds2%
- Bonds52%
- High-yield corporate bonds32%
- U.S. government and agency bonds20%
- Cash9%
How many clients does Global Value Investment have?
Global Value Investment has 192 clients and manages $226 million for them, as of September 2026. They include 120 individual clients, 54 high-net-worth individuals and 6 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Global Value Investment offer?
Global Value Investment provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Global Value Investment use?
Global Value Investment’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $215M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Global Value Investment have?
Global Value Investment has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 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 Value Investment invest in?
At the end of its last fiscal year, Global Value Investment’s separately managed accounts held 33% exchange-traded equities, 32% high-yield corporate bonds, 20% U.S. government and agency bonds, 9% cash and equivalents, 4% non-exchange-traded equities and 2% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Global Value Investment?
Global Value Investment’s direct owners are Jeffrey Geygan, Kathy Geygan and James Geygan, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Global Value Investment get paid?
Global Value Investment is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Value Investment?
Global Value Investment’s main office is at 1433 N Water Street, Suite 400, Milwaukee, WI 53202. Its phone number is 262-478-0640. Its website is gvi-corp.com.