SourcingSourcing

GLOBAL INVESTMENT ADVISORY LLC

C34
CRD 310305·SEC 801-131279·MCDONOUGH, GA
AUM
$71.8M
$25M-$100M
Est. Revenue
$718K
@ 1% on AUM
Est. EBITDA
$215K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL INVESTMENT ADVISORY LLC
CRD
310305
SEC file #
801-131279
EIN
—
DBA names
Global Investment Advisory

Economics

AUM
$71.8M
AUM band
$25M-$100M
AUM trajectory
'25'26
$21.5M → $71.8M▲ +234%
Client mix
Individuals Other161
Individuals High Net Worth21

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
3 advisors → 5 advisors▲ +67%
Primary office
MCDONOUGH GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
globalria.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMERICAN GLOBAL WEALTH SERVICES,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
AMERICAN GLOBAL WEALTH SERVICES,
Lynch, John, Kevin
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
ok
Rdap Domain
GLOBALRIA.COM
Rdap Domain Creation Date
2024-09-03T14:06:05Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1486
Soi Zip Pct 200k Plus
0.0318
Soi Zip Returns 200k Plus
980
Soi Zip Total AGI
2,026,851
Fdic Zip Total Deposits
21,443,514,000
Fdic Zip Branch Count
500
Fdic Zip Top Banks
Wells Fargo Bank, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The First State BankMcdonough, GA
NationsBank of Georgia, National AssociationMcdonough, GA
Fdic Zip HHI
476.07
Fdic Zip Top Bank Share Pct
9.64
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-03T14:06:05Z
Rdap Domain Last Changed
2025-03-28T20:08:39Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI138,718
Returns10,260
Stub 2
AGI296,950
Returns8,100
Stub 3
AGI307,549
Returns5,020
Soi Zip Total Business Income
9,497
Soi Zip Total Cap Gains
72,685
Soi Zip Total Dividends
24,571
Soi Zip Total Returns
30,820
Trust Company Affiliate
No

People (11)

11
Robinson, Aldeen, Patrice
IAR · Executive Officer · 2.5%
3251054
Lynch, John, Kevin
IAR · Executive Officer · 2.5%
1579665
May, James, David
Executive Officer · 2.5%
1601422
FREY, HUNTER, WILHELM
Executive Officer · 2.5%
6503947
MELISSA KRISTINE PEREZ-LEBLANC
IAR
3227323
EDWARD REESE BROOKS
IAR
3201418
DANNY RAY STRAIN
IAR
437903
Mark Paul Collinsworth
IAR
4422660
JOSHUA JAMES JOINER
IAR
5561257
WEBB, JAMES, RANDALL
IAR
2089446
Rachel Faulk
IAR
7712313