GF
Global Financial Advisors I, Lp
State-registered
Wealth Manager · Boutique (under $100M)
CRD 132406
· SEC file 801-63434
· Lewisville, TX
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ADV data as of May 12, 2025
- Regulatory AUM
- $34.9M
- Discretionary
- $34.9M
- Clients
- 40
- Avg AUM / client
- $873K
- Accounts
- 79
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $10.4M | 29.7% |
| High net worth individuals | 12 | $13.1M | 37.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.6M | 27.5% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 5.15% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2025 | 1.02 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $34.9M (100% of AUM) May 2025
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: May 12, 2025.
View current Form ADV (SEC/IAPD) ↗