Global View Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, and retirement plan services. Financial planning was provided to 585 clients last fiscal year.
Global View Investment Advisors reports 585 clients. They include 366 individual clients and 219 high-net-worth individuals. Of its assets, 99.8% ($553M across 1,639 accounts) are managed with discretion; $997K across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 16% |
| High-net-worth individuals | 37% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 366 | $90.9M | 16.4% | $248K |
| High-net-worth individuals | 219 | $463M | 83.6% | $2.11M |
| Total | 585 | $554M | 100% | $947K |
- Clients
- 366
- Regulatory AUM
- $90.9M
- AUM share
- 16.4%
- Avg. per client
- $248K
- Clients
- 219
- Regulatory AUM
- $463M
- AUM share
- 83.6%
- Avg. per client
- $2.11M
Total
- Clients
- 585
- Regulatory AUM
- $554M
- AUM share
- 100%
- Avg. per client
- $947K
- 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
- 585
Global View Investment Advisors charges up to 2.00% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Fee details and sources
Joe Hines owns 50% to 75% of Global View Investment Advisors. The leadership team of Global View Investment Advisors includes Chief Compliance Officer Jonathan Wiles. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Global View Investment Advisors, LLC
Joe Hines
Control person · since January 2010
- Owns 50% to 75% of Global View Investment Advisors, LLC
Jonathan Wiles
Control person · since January 2010
Global View Investment Advisors’ regulatory assets grew 1.9× from $299M (March 2021) to $554M (February 2026); clients rose from 512 to 585 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $554M | 585 | 8 | 2 |
| Jul 2025July 2025 | $480M | 586 | 8 | 2 |
| Feb 2024February 2024 | $432M | 613 | 8 | 2 |
| Feb 2023February 2023 | $382M | 601 | 8 | 2 |
| Jul 2022July 2022 | $404M | 549 | 8 | 4 |
| Mar 2021March 2021 | $299M | 512 | 7 | 4 |
Besides its headquarters, Global View Investment Advisors has 1 office, with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 800 E Washington St, Suite A, GreenvilleHQ
- 1320 Main St, Columbia
Contact and registration details
- Legal name
- Global View Investment Advisors, LLC
- Headquarters
- 800 E Washington St, Suite A, Greenville, SC 29601
- Website
- globalviewinv.com
- Phone
- 864-272-0818
- @global-view-investment-advisors
- SEC file
- 801-68500
- Structure
- South Carolina LLC
- Fiscal year end
- December
Global View Investment Advisors does not have custody of client assets.
At year end, Global View Investment Advisors’ separately managed accounts were mostly in funds (78%) and stocks (11%).
What the accounts hold
- Stocks11%
- Funds78%
- Bonds4%
- Cash7%
How many clients does Global View Investment Advisors have?
Global View Investment Advisors has 585 clients and manages $554 million for them, as of February 2026. They include 366 individual clients and 219 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Global View Investment Advisors offer?
Global View Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, 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
How much does Global View Investment Advisors charge?
Global View Investment Advisors charges up to 2.00% a year for its Wealth management services. The fee is billed in advance and is negotiable.
How many financial advisors does Global View Investment Advisors have?
Global View Investment Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 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 View Investment Advisors invest in?
At the end of its last fiscal year, Global View Investment Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 7% cash and equivalents and 4% 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 View Investment Advisors?
Global View Investment Advisors’ direct owners are Joe Hines (50% to 75%) and Jonathan Wiles (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Global View Investment Advisors get paid?
Global View Investment Advisors is paid through a percentage of assets under management and hourly charges. 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 View Investment Advisors?
Global View Investment Advisors’ main office is at 800 E Washington St, Suite A, Greenville, SC 29601. Its phone number is 864-272-0818. Its website is globalviewinv.com.