Data / Investment advisers / Florida / Global Assets Advisory, LLC
Global Assets Advisory, LLC, Orlando, FL: $552 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Global Assets Advisory, LLC is an SEC registered investment adviser with its main office in Orlando, Florida and reports $552 million in regulatory assets under management in its Form ADV filed June 1, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 300460
- SEC file number
- 801-114946
- SEC status
- Approved, effective April 5, 2019
- Main office
- 111 N. Orange Avenue Suite 1000, Orlando, FL 32801
- Phone
- (407) 254-1500
- Website
- iaac.com
- Regulatory AUM
- $551,663,967 in the Form ADV filed June 1, 2026
- Discretionary AUM
- $542,037,510
- Non discretionary AUM
- $9,626,457
- Accounts
- 2,588
- Employees
- 29, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 17
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters
- Latest Form ADV filing
- June 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,372 | $309.5 million |
| High net worth individuals | 200 | $238.1 million |
| Corporations or other businesses | 16 | $4.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $551.7 million | March 27, 2026 |
| December 1, 2025 | $338.1 million | August 19, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | Orlando | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | $921.5 million | Not listed | adviserinfo.sec.gov |
| Hoxton Wealth | Orlando | $803.5 million | Not listed | adviserinfo.sec.gov |
| Summit Wealth Partners, LLC | Orlando | $675.7 million | Not listed | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | $641.4 million | Not listed | adviserinfo.sec.gov |
| Orange Avenue Advisors LLC | Orlando | $480.7 million | Not listed | adviserinfo.sec.gov |
| Allgen Financial Advisors, Inc. | Orlando | $475.2 million | Not listed | adviserinfo.sec.gov |
| Haven Private | Orlando | $428.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Global Assets Advisory, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.