DFX Intelligence

S••••••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserOther adviserSEC registeredRAUM 100m 1b

S••••••••• F•••••••• G••••

GLOBAL FINANCIAL GROUP ADVISORS LLC, CRD 166251

GRAND RAPIDS, MI

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Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 1
Observed: May 5, 2017 to Mar 26, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

S••••••••• F•••••••• G••••

Investment consultant · key_crd, shared_crd

Facts

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

Firm class: other adviserderivedprivate_client_share=0.15 fund_share=0.0 institutional_share=0.85 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $739M••• Locked
Discretionary RAUM: $175M
Private client RAUM: $109Mderived••• Locked
Private client share: 15%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $148Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B••••••• J•••• P•••••	Chartered Financial Consultant	GRAND RAPIDS, MI	13	22	4	yes
K••• H••••• C•••••••••	n/a	GRAND RAPIDS, MI	13	14

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
P•••••• B•••••••• J••••	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	11/2012	May 5, 2017	Sep 5, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

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	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$739M	$652M	13.3%	$323M	31.8%	5	5	1	1

Relationships

Registered with (5)

← B•••• E•••••• C•••••Advisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← M•••••• P•••••• M•••••••Advisorregistration: current employment
Jul 12, 2022 to presentfactForm ADV
← R••••• A••••• H•••••••Advisorregistration: current employment
Jun 12, 2017 to presentfactForm ADV
← K••• H••••• C•••••••••

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Occurred
Mar 26, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
Mar 6, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$253M
Occurred
May 5, 2017
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Show 1 bookkeeping event

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 5, 2017
Last observed: Mar 26, 2026 6 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.