Global View Capital Management LLC
Global View Capital Management LLC is a Waukesha, Wisconsin-based SEC-registered investment advisory (RIA) firm founded in 2005. The firm serves approximately 6,500 clients and manages nearly $600 million in assets. It provides financial planning, portfolio management for individuals and small businesses, and acts as a sub-adviser and 401(k) consultant. With over 100 employees (mostly financial advisors and investment professionals), the firm primarily serves U.S.-based individual clients.
Investment Strategy
Global View Capital Management LLC offers comprehensive investment advisory and financial planning services, focusing on personalized portfolio management, unified managed account programs, and advice for retirement plan participants. Their approach emphasizes customized investment solutions designed for individual goals, risk management, and diversified asset allocation. The firm typically uses a wide range of investment products and manages portfolios on a discretionary basis, emphasizing transparent communication and fiduciary responsibility to clients.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QLD | PROSHARES TR | 30.72% | $96.1M | 816,412 | $111.19 | $117.71 | +$46.1M |
S SPLG | SPDR SERIES TRUST | 14.09% | $44.1M | 606,321 | $69.39 | $72.69 | +$15.1M |
U USFR | WISDOMTREE TR | 13.04% | $40.8M | 810,809 | $50.33 | $50.31 | -$9.3M |
D DDM | PROSHARES TR | 3.64% | $11.4M | 116,290 | $95.30 | $98.03 | -$11.8M |
S SSO | PROSHARES TR | 3.60% | $11.3M | 115,259 | $93.09 | $97.72 | +$2.8M |