{"url":"https://nivawealth.com/firms/global-value-investment-144260","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144260","regulatoryAum":225627462,"crd":"144260","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5156746","suffix":null,"lastName":"GEYGAN","firstName":"JAMES","middleName":"PHILIP"},{"crd":"1705630","suffix":null,"lastName":"GEYGAN","firstName":"JEFFREY","middleName":"RICHART"},{"crd":"6345780","suffix":null,"lastName":"MACLAREN","firstName":"MALCOLM","middleName":"JOHN"},{"crd":"5950159","suffix":null,"lastName":"MOLOSKY","firstName":"THOMAS","middleName":"MATTHEW"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-07","regulatoryAum":103516585,"clients":113,"employees":8,"offices":3},{"filedOn":"2022-05-17","regulatoryAum":122736922,"clients":121,"employees":11,"offices":3},{"filedOn":"2023-07-11","regulatoryAum":138331929,"clients":129,"employees":10,"offices":3},{"filedOn":"2024-05-28","regulatoryAum":171075331,"clients":133,"employees":8,"offices":6},{"filedOn":"2025-07-15","regulatoryAum":194279852,"clients":142,"employees":10,"offices":6},{"filedOn":"2026-09-24","regulatoryAum":225627462,"clients":192,"employees":11,"offices":6}],"secFileNumber":"801-121076","legalName":"Global Value Investment Corporation","displayName":"Global Value Investment","slug":"global-value-investment-144260","website":"https://gvi-corp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/144260/afb1dc358c82c500-r1.webp","tone":"light","width":617,"height":200,"sourceUrl":"https://gvi-corp.com/","sourceLabel":"Global Value Investment Corporation, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/global-value-investment-corp","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"1433 N Water Street, Suite 400","city":"Milwaukee","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"53202"},"tradeNames":[],"registration":{"secApproved":"30 April 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businesses","clients":4,"fewerThan5":true,"regulatoryAum":6080269}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:35:48.3763+00:00","documents":[{"name":"GLOBAL VALUE ADV PART 2A 03.20.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058950","versionId":1058950,"submittedOn":"2026-09-24"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058951","versionId":1058951,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":214904772}],"custodyNote":"Global Value Investment has custody of $16.3M in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"James Geygan","title":"Chief Executive Officer","crd":"5156746"},{"name":"Stacy Wilke","title":"Chief Financial Officer and Chief Compliance Officer","crd":"7350376"},{"name":"Jeffrey Geygan","title":"Executive Chairman, Chairman of the Board of Directors, Controlling Shareholder","crd":"1705630"},{"name":"Kathy Geygan","title":"Director","crd":"7884665"},{"name":"Shawn Rice","title":"Director","crd":"5374223"}],"ownership":[{"label":"Jeffrey Geygan","detail":"Executive chairman, chairman of the board of directors, controlling shareholder in the 25% to 50% ownership band and a control person, since August 2007."},{"label":"Kathy Geygan","detail":"Director in the 25% to 50% ownership band and a control person, since August 2007."},{"label":"James Geygan","detail":"Chief executive officer in the 5% to 10% ownership band and a control person, since May 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":4},"listedOfficeAddresses":2,"foreignOffices":[{"city":"TELANGANA","country":"India","postalCode":"500032","street":"SUITE 43, 3RD FLOOR, AWFIS SPACE SOLUTION, SHRESHT","display":{"city":"TELANGANA","region":null,"postalCode":"500032","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"1433 N Water Street, Suite 400","city":"Milwaukee","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"262-478-0640","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"Non-exchange-traded equity securities","percent":4},{"label":"U.S. government/agency 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global Value Investment offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Global Value Investment use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Global Value Investment have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Value Investment invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global Value Investment?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Value Investment get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Global Value Investment?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}