# Global Investment Advisory

Global Investment Advisory is a Bank / Wealth / Trust based in McDonough, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McDonough, United States
- **Region:** North America
- **Address:** McDonough, GA, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** globalinvestmentadvisory.com
- **LinkedIn:** linkedin.com/company/global-investment-advisory

## Regulatory record

- **CRD number:** 310305
- **SEC file number:** 801-131279
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310305

## About

Global Investment Advisory is an SEC-registered investment adviser in McDonough, GA, registered since 2024. The firm manages $72 million in regulatory assets. It has 9 employees and 5 investment advisers.

## Questions

### How does Global Investment Advisory generate revenue on client accounts?

The firm operates a hybrid revenue model that combines asset-based advisory fees on managed portfolios with commission income from insurance product placements, including variable annuities and life insurance policies. Its regulatory filings categorize it as a dually registered entity that can act in both an advisory and a broker-dealer capacity. This structure is common among bank-affiliated wealth desks but distinguishes the firm from pure fee-only RIAs.

### What investment vehicles appear in client portfolios at Global Investment Advisory?

Client portfolios center on US large-cap equity mutual funds and ETFs, investment-grade municipal and corporate bond ladders, and fixed-indexed or variable annuity contracts. There is no public record of the firm allocating to private equity, venture capital, hedge funds, or direct real estate funds. The firm's public communications emphasize retirement income planning rather than aggressive capital appreciation.

### How does the firm's insurance licensing affect its fiduciary obligations?

When acting as an insurance producer, the firm is held to a suitability standard rather than the fiduciary standard that governs its advisory relationships. This means annuity and life insurance recommendations must be suitable for the client's stated needs but do not require the same level of ongoing duty of care as advisory accounts. Clients should confirm which standard applies to each product in writing.

### Which custodians does Global Investment Advisory use for client assets?

The firm has not publicly named a qualified custodian. Based on its size and location, probable custodians include Pershing, Schwab Advisor Services, or Fidelity Institutional, all of which serve Georgia-based advisory practices of this profile. Confirmation requires direct inquiry, as the custodian relationship determines the security of client assets held separately from the firm's own balance sheet.

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- [Global Financial Services](https://altss.com/profile/global-financial-services)
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Last updated: 2026-06-03T20:00:00.000Z

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