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GLOBAL INVESTMENT ADVISORY

MCDONOUGH, GA · CRD 310305 · IAPD ↗ · globalria.com · (678) 583-1120

$71.8MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — GLOBAL INVESTMENT ADVISORY grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — GLOBAL INVESTMENT ADVISORY reported RAUM up 234% ($21.5M -> $71.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — GLOBAL INVESTMENT ADVISORY now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
48
June 2025 — GLOBAL INVESTMENT ADVISORY notice-filed in NJ, OK, SC, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
February 2025 — GLOBAL INVESTMENT ADVISORY notice-filed in DC, MS, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
November 2024 — GLOBAL INVESTMENT ADVISORY (MCDONOUGH, GA) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.