Global Vision Advisors Llc
State-registered
Investment Adviser
CRD 145200
· SEC file 801-70857
· Norwell, MA
· WWW.GLOBALVISIONADVISORS.COM
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ADV data as of Jan 09, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 18
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
AUM over time
$48.8M
$48.8M
Dec 2011
Aug 2012
Annual snapshots from Form ADV filings · as of Jan 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $0 | — |
| High net worth individuals | 10 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Philip Havens | Member | CFP | Jun 2007 (19y) | 50% – 75% |
| Thomas Phillip Holland | Managing Member/Chief Compliance Officer | CFP | Jun 2007 (19y) | 50% – 75% |
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) | 01/09/2026 | 984 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 09, 2026.
View current Form ADV (SEC/IAPD) ↗