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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GLOBAL VIEW INVESTMENT ADVISORS, LLC

CRD 145499

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14637b0a-a547-bfbf-6bfe-902025c92a32

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 4, 2012 to Feb 23, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $554MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $553M
Private client RAUM: $554MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $138Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,656
Individual clients: 366
High net worth clients: 219
SEC number: 801-68500
CRD: 145499
Filings on the tape: 26
First filed: Jan 4, 2012
Latest filed: Feb 23, 2026
Organised: Limited Liability Company, SC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN A WILES	n/a	GREENVILLE, SC	18	22	2	no
MATTHEW ROSS CRIDER	Certified Financial Planner	GREENVILLE, SC	5	18	2	no
Shane Alan Kozusko	n/a	GREENVILLE, SC	4	12	n/a	no
JOE EDWARD HINES	Certified Financial Planner	GREENVILLE, SC	1	27	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HINES, JOE, EDWARD	Partner	D	yes	01/2010	Jan 4, 2012	Feb 16, 2024
WILES, JONATHAN, A	PARTNER/ CHIEF COMPLIANCE OFFICER	D	yes	01/2010	Jan 4, 2012	Feb 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Columbia	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$554M	$553M	8	4	1	n/a	n/a
2024	Feb 24, 2025	$480M	$466M	8	3	1	n/a	n/a
2023	Feb 16, 2024	$432M	$420M	8	3	1	n/a	n/a
2022	Feb 9, 2023	$382M	$368M	8	3	1	n/a	n/a
2021	Mar 3, 2022	$404M	$400M	8	4	3	n/a	n/a
2020	Mar 8, 2021	$299M	$298M	7	4	3	n/a	n/a
2019	Mar 17, 2020	$299M	$298M	7	4	3	n/a	n/a
2018	Feb 13, 2019	$265M	$264M	8	4	4	n/a	n/a
2017	Feb 28, 2018	$243M	$242M	7	4	4	n/a	n/a
2016	Feb 17, 2017	$165M	$164M	7	4	n/a	n/a	n/a
2015	Mar 4, 2016	$155M	$152M	6	4	n/a	n/a	n/a
2014	Mar 30, 2015	$165M	$159M	6	5	n/a	n/a	n/a
2013	Mar 12, 2014	$162M	$157M	6	3	n/a	n/a	n/a
2012	Mar 20, 2013	$146M	$143M	6	4	n/a	n/a	n/a
2011	May 10, 2012	$132M	$129M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$554M	$480M	15.3%	$382M	13.2%	8	8	1	1

Relationships

Registered with (4)

← JOE EDWARD HINESAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Shane Alan KozuskoAdvisorregistration: current employment
Jun 7, 2022 to presentfactForm ADV
← MATTHEW ROSS CRIDERAdvisorregistration: current employment
May 19, 2021 to presentfactForm ADV
← JONATHAN A WILESAdvisorregistration: current employment
Dec 21, 2007 to presentfactForm ADV

Controls (2)

← HINES, JOE, EDWARDOwnerPARTNER, ownership code D, individual
Jan 4, 2012 to Feb 16, 2024factForm ADV
← WILES, JONATHAN, AOwnerPARTNER/ CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 4, 2012 to Feb 16, 2024factForm ADV

Dated events

Occurred
Mar 3, 2022
Regulatory AUM changed
Global View Investment Advisors, Llc reported RAUM $404.1M, up 35% from $299.3M (2021-12-09 to 2022-03-03)
Form ADVobserved 6 days ago
$105M
Occurred
Mar 3, 2022
Control person left
M Kenneth Moore (Managing Member) no longer on Schedule A of Global View Investment Advisors, Llc (listed 2021-12-09, absent 2022-03-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14637b0a-a547-bfbf-6bfe-902025c92a32
First observed: Jan 4, 2012
Last observed: Feb 23, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GLOBAL VIEW INVESTMENT ADVISORS, LLC

CRD 145499

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14637b0a-a547-bfbf-6bfe-902025c92a32

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN A WILES

n/a

GREENVILLE, SC

MATTHEW ROSS CRIDER

Certified Financial Planner

GREENVILLE, SC

Shane Alan Kozusko

n/a

GREENVILLE, SC

n/a

JOE EDWARD HINES

Certified Financial Planner

GREENVILLE, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HINES, JOE, EDWARD

Partner

yes

01/2010

Jan 4, 2012

Feb 16, 2024

WILES, JONATHAN, A

PARTNER/ CHIEF COMPLIANCE OFFICER

yes

01/2010

Jan 4, 2012

Feb 16, 2024

City

State

Country

Employees

Also broker-dealer

Columbia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$554M

$553M

n/a

2024

Feb 24, 2025

$480M

$466M

n/a

2023

Feb 16, 2024

$432M

$420M

n/a

2022

Feb 9, 2023

$382M

$368M

n/a

2021

Mar 3, 2022

$404M

$400M

n/a

2020

Mar 8, 2021

$299M

$298M

n/a

2019

Mar 17, 2020

$299M

$298M

n/a

2018

Feb 13, 2019

$265M

$264M

n/a

2017

Feb 28, 2018

$243M

$242M

n/a

2016

Feb 17, 2017

$165M

$164M

n/a

2015

Mar 4, 2016

$155M

$152M

n/a

2014

Mar 30, 2015

$165M

$159M

n/a

2013

Mar 12, 2014

$162M

$157M

n/a

2012

Mar 20, 2013

$146M

$143M

n/a

2011

May 10, 2012

$132M

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$554M

$480M

15.3%

$382M

13.2%