Global Assets Advisory

Based on its SEC Form ADV, the firm serves individuals, high-net-worth individuals, and institutional clients. Its retail wealth management services target mass-affluent clients in the Florida market, while its institutional offering extends to small business retirement plans and non-profit organizations seeking outsourced investment management.

The firm employs fundamental security analysis and strategic asset allocation across equities, fixed income, and alternative investments. Portfolios are built using direct individual securities along with mutual funds and ETFs. The firm does not operate proprietary fund vehicles, distinguishing it from asset managers that earn management fees on in-house products.

The firm is headquartered in Orlando, Florida, and its SEC registration authorizes advisory business in states where it has made the appropriate notice filings, including Texas and additional jurisdictions. The firm's business concentration reflects the demographic growth of central Florida, which has attracted wealth management practices serving retirees, business owners, and real estate investors. No additional offices are disclosed in public filings.

No proprietary mutual funds, ETFs, or private funds are associated with the firm in public records. This absence of in-house product manufacturing aligns with its registration as a pure advisory practice — it selects third-party investments rather than creating and distributing its own, reducing conflicts around product shelf placement and internal fee layering.