Global View Investment Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 145499
· SEC file 801-68500
· Greenville, SC
· www.youtube.com
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ADV data as of Feb 23, 2026
- Regulatory AUM
- $554M
- Discretionary
- $553M
- Clients
- 585
- Avg AUM / client
- $947K
- Accounts
- 1,656
- Employees
- 8
AUM over time
$125M
$554M
Jan 4, 2012
Feb 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 366 | $90.9M | 16.4% |
| High net worth individuals | 219 | $463M | 83.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan A Wiles | Partner/ Chief Compliance Officer | Dec 2007 (19y) | 50% – 75% | |
| Joe Edward Hines | Partner | CFP | Jan 2010 (17y) | 50% – 75% |
| Matthew Ross Crider | Registered representative | CFP | May 2021 (5y) | |
| Shane Alan Kozusko | Registered representative | Jun 2022 (4y) |
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) | 02/23/2026 | 887 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
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: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗