Global Strategic Management Inc
- Regulatory AUM
- $222M
- Discretionary
- $222M
- Clients
- 147
- Avg AUM / client
- $1.5M
- Accounts
- 234
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 65 | $23.3M | 10.5% |
| High net worth individuals | 69 | $188M | 85.0% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 12 | $8.9M | 4.0% |
| Charitable organizations | 1 | $1.1M | 0.49% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adrian Vincent Day | Chairman, President, Treasurer | Apr 1991 (35y) | 75% or more | |
| Anderes, Karen, Renee | Secretary | Aug 2020 (6y) | Less than 5% | |
| Day, Emily, Victoria | Assistant Secretary | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Michael Quain, Acting As Principal In Quain Compliance Consulting, Llc | Chief Compliance Officer | Apr 2014 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- RBC $194M (87% of AUM) Mar 2026
- TD Ameritrade $38.9M (36% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗