DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

G••••• S•••••••• N•••••• O•••

GLOBAL S•••••••• INVESTMENT SOLUTIONS, LLC, CRD 175300

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:99e81fa5-4836-06cf-c78d-09893008c8f0

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 1
Observed: Feb 13, 2019 to Sep 21, 2026
26 observations

Across DFX

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

Private Equityidentity

record 48c24789

shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $1.6B••• Locked
Discretionary RAUM: $1.6B
Private client RAUM: $1.2Bderived••• Locked
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $322Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••• E••••• C••••••••	n/a	SCOTTSDALE, AZ	11	41	1	no
C••• R•••••• T•••••••	n/a	SCOTTSDALE, AZ	8	32

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• N•••••••• G••••	CHIEF INVESTMENT STRATEGIST	Na	yes	09/2020	Aug 13, 2026	Aug 13, 2026
C••••••••• D•••••• E•••••	MANAGING PARTNER	C	yes	03/2015	Aug 13, 2026	Aug 13, 2026

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	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	1	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	$1.6B	$1.4B	11.1%	$1.2B	9.0%	6	6	2	2

Relationships

Registered with (5)

← T•••• R••• K••••Advisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← N••••••• G•••• B•••••••••Advisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← M•••••• K•••• U••••••••Advisorregistration: current employment
May 21, 2019 to presentfactForm ADV
← C••• R•••••• T•••••••

Dated events

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

Occurred
Feb 4, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$395M
Occurred
Mar 12, 2021
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$219M
Occurred
Mar 25, 2020
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$216M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99e81fa5-4836-06cf-c78d-09893008c8f0
First observed: Feb 13, 2019
Last observed: Sep 21, 2026 43 h 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.