GLOBAL ASSETS ADVISORY, LLC

CRD

300460

SEC file #

801-114946

EIN

301169956

DBA names

—

Economics

AUM

$551.7M

AUM band

$500M-$1B

AUM trajectory

'21 · $15.8M

'22 · $211.3M

'23 · $345.0M

'25 · $338.1M

'26 · $551.7M

'21'26

$15.8M → $551.7M▲ +3391%

sec adv history

Client mix

Individuals Other	2,372
Individuals High Net Worth	200
Corporations	16

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 20 advisors

'23 · 20 advisors

'25 · 21 advisors

'26 · 24 advisors

'20'26

4 advisors → 24 advisors▲ +500%

sec adv history

Primary office

ORLANDO FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

04/27/2026

ADV-W filed at

—

Website

iaac.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PECUNIA MANAGEMENT, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PECUNIA MANAGEMENT, LLC

Cofrancesco, Edward, Richard

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

IAAC.COM

Rdap Domain Creation Date

1996-05-19T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001942932

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-08-17

Edgar Last Filing Date

2026-05-01

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-01

Accession0001420506-26-000778

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

111 NORTH ORANGE AVESUITE 1000ORLANDO, FL 32801

Business

111 NORTH ORANGE AVESUITE 1000ORLANDO, FL 32801

Edgar EIN

301169956

Edgar Recent Filings

13F-HR2026-05-01 · 0001420506-26-000778

13F-HR2026-02-09 · 0001420506-26-000219

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-05-20T04:00:00Z

Rdap Domain Last Changed

2025-05-20T18:16:55Z

Rdap Nameservers

Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate