SourcingSourcing

GLOBAL VIEW CAPITAL MANAGEMENT LLC

C23
CRD 158292·SEC 801-72887·WAUKESHA, WI
AUM
$775.2M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD
158292
SEC file #
801-72887
EIN
921345960
DBA names
—

Economics

AUM
$775.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$438.6M → $775.2M▲ +77%
Client mix
Individuals Other3,658
Individuals High Net Worth128
Corporations33

Operations

Employees (total)
122
Advisory staff (per ADV)
107
Advisory staff (5-yr trend)
'20'26
107 advisors → 107 advisors▬ 0%
Primary office
WAUKESHA WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLOBAL VIEW CAPITAL PARTNERS, LTD
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GLOBAL VIEW CAPITAL PARTNERS, LTD
ARNOLD, BARRY, S.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:globalview.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
63,567
Form 5500 Compensation Trajectory 3y
202563,567
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
63,567
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001994495
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-07
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001994495-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
N14 W23833 STONE RIDGE DR - SUITE 350WAUKESHA, WI 53188
Business
N14 W23833 STONE RIDGE DR - SUITE 350WAUKESHA, WI 53188
Edgar EIN
921345960
Edgar Recent Filings
13F-HR2026-05-04 · 0001994495-26-000003
13F-HR2026-01-14 · 0001994495-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (52)

52
FLISS, DINA, LOUISE
IAR · Executive Officer · 2.5%
1358397
BARRY S. ARNOLD
Executive Officer · 2.5%
1923367
DEBRA KAY SELLE
Executive Officer · 2.5%
3018789
LAURIE GAIL HANCOCK
IAR
7690451
NICHOLAS A. ABT
IAR
7519891
IMRANA S. BEGG
IAR
7913069
STANLEY DARRYL HAYES
IAR
7254667
DENNIS JAMES BURETA
IAR
5272061
RICHARD WAYNE HARRIS
IAR
6173927
CHARLES PHILIP WEIGEL
IAR
2338266
ROGER WAYNE EDWARDS
IAR
4483804
MARVIN JAY OVERMAN
IAR
1890915
STEVEN GRANT GUDMUNDSON
IAR
6863432
STEPHEN KARL ROBERTS
IAR
6434014
DEBBIE ANN KEATON
IAR
6255436
PAUL EDWARD KLETKE
IAR
5652475
WILLIAM JOHN SEFCIK
IAR
5437192
LARRY JAMES PRICKETT
IAR
8049287
BOBBIE GENE CHAPMAN
IAR
4388881
STEPHAN GERARD WEIDMAN
IAR
2150577
DEAN MICHAEL FLISS
IAR
1490307
MARCELLA LYNN NEMKE
IAR
2357983
JOEL EDWARD PAETZNICK
IAR
5675719
DILYS YI-CHIN CHANG
IAR
5563755
MARC D JENSEN
IAR
5522618
MICHAEL DOUGLAS CORRIGAN
IAR
4511286
KAREN JEAN DANCZYK
IAR
1456834
JOYCE L KELLEY
IAR
5667621
MARK J. SHININGER
IAR
7814093
MONICA MARY TENNIE
IAR
3236127
ZACHARY SCOTT ROHRER
IAR
5699128
ROBERT JACKSON TAYLOR
IAR
4447223
BRYAN DEAN MALONE
IAR
7984433
JEREMY BELL CONDIE
IAR
4952819
MICHAEL PATRICK FEENEY
IAR
2539518
RYAN J PECA
IAR
7566239
KELLY ANN SHANAHAN
IAR
6189014
JOHN LOUIS BENZIE
IAR
6336259
MEGAN A BEHNKE
IAR
5369114
JEFFREY DAVID LUKAWSKI
IAR
7992938
RUDY LEE GARCIA
IAR
5579615
Christopher Michael Kunz
IAR
7490097
JAMES E. GARIBOLDI
IAR
7854273
JESSE JEROME COLE
IAR
5841688
LARRY RICHARD FORBES
IAR
5523507
JEFFREY LANE BUTLER
IAR
2319063
GARTH HASSEL
IAR
5889219
SCOTT EDWARD STEWART
IAR
4680747
MICHAEL A SCARDAVILLE
IAR
5465539
GERMAINE RENEE MEVERDEN
IAR
4430692
WILLIAM JOHN HENDERSON
IAR
1315123
BRIAN D. FRANKE
IAR
7336363