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firm profile

Global View Capital Management LLC

RIA Waukesha, WI CRD 158292 Last verified October 2026

Overview

Global View Capital Management LLC is an SEC registered investment adviser based in Waukesha, WI, registered since 2011. It reports $775M in assets under management across 8,863 accounts, with 122 employees. It has 100 investment adviser representatives.

Reported AUM
$775M
Discretionary
100%
Accounts
8,863
Average account
$87.5K
Employees
122
Advisory reps
100
Registered since
2011
Jurisdictions
40

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

Advisory reps 3 of 100

97 more advisory reps, with emails, phones and branch locations

Location

Headquarters
N14W23833 Stone Ridge Dr Ste 350
Waukesha, WI 53188
County
Waukesha
Metro area
Milwaukee-Waukesha, WI
Region
Midwest

Registrations

Every state, with registration dates

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