{"url":"https://nivawealth.com/firms/global-view-investment-advisors-145499","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145499","regulatoryAum":553787104,"crd":"145499","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5580244","suffix":null,"lastName":"CRIDER","firstName":"MATTHEW","middleName":"ROSS"},{"crd":"3111797","suffix":"JR","lastName":"HINES","firstName":"JOE","middleName":"EDWARD"},{"crd":"7573833","suffix":null,"lastName":"Kozusko","firstName":"Shane","middleName":"Alan"},{"crd":"4798512","suffix":null,"lastName":"WILES","firstName":"JONATHAN","middleName":"A"}],"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":"2021-03-08","regulatoryAum":299339989,"clients":512,"employees":7,"offices":4},{"filedOn":"2022-07-19","regulatoryAum":404120041,"clients":549,"employees":8,"offices":4},{"filedOn":"2023-02-09","regulatoryAum":381504671,"clients":601,"employees":8,"offices":2},{"filedOn":"2024-02-16","regulatoryAum":432191753,"clients":613,"employees":8,"offices":2},{"filedOn":"2025-07-23","regulatoryAum":480406858,"clients":586,"employees":8,"offices":2},{"filedOn":"2026-02-23","regulatoryAum":553787104,"clients":585,"employees":8,"offices":2}],"secFileNumber":"801-68500","legalName":"Global View Investment Advisors, LLC","displayName":"Global View Investment Advisors","slug":"global-view-investment-advisors-145499","website":"https://globalviewinv.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/global-view-investment-advisors","xUrl":"https://twitter.com/GlobalViewSC","founded":null,"organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"800 E Washington St, Suite A","city":"Greenville","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29601"},"tradeNames":[],"registration":{"secApproved":"21 November 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2026","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:17:27.37183+00:00","documents":[{"name":"FORM ADV 2 BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010974","versionId":1010974,"submittedOn":"2026-02-23"}]},"custodians":[],"custodyNote":"Global View Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jonathan Wiles","title":"Partner/ Chief Compliance Officer","crd":"4798512"},{"name":"Joe Hines","title":"Partner","crd":"3111797"}],"ownership":[{"label":"Joe Hines","detail":"Partner in the 50% to 75% ownership band and a control person, since January 2010."},{"label":"Jonathan Wiles","detail":"Partner/ chief compliance officer in the 50% to 75% ownership band and a control person, since January 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":2,"addresses":[{"street":"800 E Washington St, Suite A","city":"Greenville","headquarters":true},{"street":"1320 Main St","city":"Columbia"}]}],"brochureServices":["education planning","estate planning","retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"864-272-0818","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"585","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":78},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"23 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145499/PDF/145499.pdf","brochureDate":"23 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010974","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Global View Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global View Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Global View Investment Advisors charge?","answer":"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.","source":"FORM ADV 2 BROCHURE 2026, filed 23 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Global View Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global View Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global View Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global View Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Global View Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 February 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."}