Global Investment Advisory Llc
- Regulatory AUM
- $71.8M
- Discretionary
- $71.8M
- Clients
- 182
- Avg AUM / client
- $395K
- Accounts
- 352
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 161 | $33.6M | 46.8% |
| High net worth individuals | 21 | $38.2M | 53.2% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Randall Webb | Ceo | Jul 2018 (8y) | ≈ 56.25% – 100% via American Global Wealth Services, Inc. | |
| Aldeen Patrice Robinson | Vice President | Mar 2024 (2y) | Less than 5% | |
| Hunter Wilhelm Frey | President | Aug 2024 (2y) | Less than 5% | |
| Frey, Richard, Christopher | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Rachel Faulk | Registered representative | Aug 2024 (2y) | ||
| Mark Paul Collinsworth | Registered representative | Oct 2024 (2y) | ||
| Joshua James Joiner | Registered representative | Oct 2024 (2y) | ||
| Melissa Kristine Perez Leblanc | Registered representative | Dec 2025 (1y) | ||
| Danny Ray Strain | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Edward Reese Brooks | Registered representative | Mar 2026 (0y) | ||
| Greg Straka | Registered representative | Jun 2026 (0y) | ||
| James David May | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| American Global Wealth Services, Inc. | Owner | Nov 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Randall Webb: 75% – 100% of American Global Wealth Services, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 07/13/2026 | 1.2 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $21.5M (30% of AUM) Jul 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: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗