Global Autotrading Inc.
- Regulatory AUM
- $7.3M
- Discretionary
- $7.3M
- Clients
- 113
- Avg AUM / client
- $64.6K
- Accounts
- 131
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 105 | $6.4M | 88.3% |
| Corporations and other businesses | 8 | $851K | 11.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jimmy Talbot | Chief Compliance Officer | Jan 2007 (20y) | 75% or more | |
| Tsai, Pei Fang | Owner | Jan 2007 (20y) | 5% – 10% |
Undisclosed: 0% – 20% 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) | 02/24/2026 | 904 KB | 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
- • Fixed fees
Services
- • Other services
Custody
Reported custodians
- Interactive Brokers $5.5M (76% of AUM) Feb 2026
- Tradier Brokerage, Inc. $1.8M (24% of AUM) Feb 2026
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: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗