GLOBAL FINANCIAL PRIVATE CLIENT, LLC
DBA: GLOBAL FINANCIAL PRIVATE CLIENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $828.3M |
| Discretionary | $688.5M83% of AUM |
| Non-Discretionary | $139.9M |
| Client Accounts | 1,028 |
| Avg Account Size | $806K |
| Employees | 6 |
| Peak AUM | $828.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $828M | +24.2% | +25.5% | +18.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $828.3M |
| Discretionary | $688.5M |
| Employees | 6 |
| Client Accounts | 1028 |
| Client Range | 11-25 |
Contact & Location
Address
6000 CATTLERIDGE DRIVE
SARASOTA FL 34232
Phone
941-441-1624
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$688M
83.1% of AUM
Non-Discretionary
$140M
16.9% of AUM
Disc. mix ▲ 3.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company