Global View Capital Management LLC
Firm details
- Headquarters
- Waukesha, Wisconsin
- CRD number
- 158292
- Registered since
- December 8, 2011
- Website
- gvcmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.03%
- HNWI29.89%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Global View Capital Management LLC is an independent registered investment adviser organized as an LLC and active since its 2011 SEC registration. The firm serves both individual and family clients as well as institutional clients, positioning itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm's documented investment preference leans toward equities, with a strong tilt to exchange‑traded instruments. Global View does not present itself as an active ESG investor. The advisory offering emphasizes customized planning and the use of outside managers where appropriate, suggesting a model that blends in‑house portfolio construction with delegated strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Private Funds5%
Owners & executives
3 of 11Debra Selle
Chief Operations OfficerCRD 3018789
Anatole Kamentz
Independent ContractorCRD 1855277

Michael Pigassou
Independent ContractorCRD 5648230
Contacts
3 of 92
Dina Fliss
Founder and PresidentCRD 1358397

Terry Hastings
Investment Adviser RepresentativeCRD 6036234

Arnoldo Garza
Associate DirectorCRD 4595111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$558M in ETFs
54%
$301M
8%
$256M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRADR 2X LONG INNOVATION 100 MONTHLY ETF (MQQQ) | $146M | 592,523 | 26.10% |
Location
Waukesha, WI
Waukesha
Location
Waukesha, WI
Headquartered in Waukesha, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- N14 W23833 Stone Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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