Global Financial Group Advisors Llc
- Regulatory AUM
- $739M
- Discretionary
- $175M
- Clients
- 783
- Avg AUM / client
- $944K
- Accounts
- 783
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 670 | $38.1M | 5.15% |
| High net worth individuals | 26 | $70.8M | 9.57% |
| Pension and profit sharing plans | 87 | $631M | 85.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradford James Pinter | Managing Member/Chief Compliance Officer | Chartered Financial Consultant | Nov 2012 (14y) | 75% or more |
| Kyle Harris Campbell Breidenfield | Registered representative | Jan 2013 (14y) | ||
| Robert Andrew Herdoiza | Registered representative | Jun 2017 (9y) | ||
| Michael Patrick Mcgovern | Registered representative | Jul 2022 (4y) | ||
| Brett Everett Cooper | Registered representative | Jan 2026 (1y) |
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) | 03/26/2026 | 960 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Great West Financial & Empower Retirement $324M (44% of AUM) Mar 2026
- Fidelity Brokerage Services $112M (15% of AUM) Mar 2026
- Charles Schwab & Co. $99.8M (13% of AUM) Mar 2026
- Newedge Securities, Inc. $40.9M (13% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗