GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
CRD #132070 SEC #801-63282 SARASOTA, FL 800-220-0614
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
25
Clients
0
Accounts
19,705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $2.3B | $2.3B | $0 | 25 | 8,923 |
| Mar 2020 | $2.3B | $2.3B | $0 | 25 | 8,923 |
| Aug 2019 | $3.6B | $3.6B | $0 | 25 | 16,990 |
| Aug 2019 | $3.6B | $3.6B | $0 | 25 | 16,990 |
| Aug 2019 | $3.6B | $3.6B | $0 | 25 | 16,990 |
| May 2019 | $3.6B | $3.6B | $0 | 25 | 16,990 |
| May 2019 | $3.6B | $3.6B | $0 | 25 | 16,990 |
| Apr 2019 | $3.6B | $3.6B | $0 | 25 | 16,990 |
| Mar 2019 | $3.6B | $3.6B | $0 | 189 | 16,990 |
| Mar 2018 | $5.8B | $5.8B | $0 | 300 | 24,758 |
| May 2017 | $5.7B | $5.7B | $0 | 387 | 49,632 |
| Mar 2017 | $5.7B | $5.7B | $0 | 387 | 49,632 |
| Dec 2016 | $5.9B | $5.9B | $0 | 350 | 41,400 |
| Aug 2016 | $5.9B | $5.9B | $0 | 350 | 41,400 |
| Jun 2016 | $5.9B | $5.9B | $0 | 350 | 41,400 |
| Apr 2016 | $5.9B | $5.9B | $0 | 350 | 41,400 |
| Apr 2016 | $5.9B | $5.9B | $0 | 350 | 41,400 |
| Mar 2016 | $5.9B | $5.9B | $0 | 350 | 18,957 |
| Jun 2015 | $5.3B | $5.3B | $0 | 350 | 18,957 |
| Mar 2015 | $5.4B | $5.4B | $0 | 350 | 18,957 |
| Nov 2014 | $3.5B | $3.5B | $0 | 280 | 15,500 |
| Mar 2014 | $3.5B | $3.5B | $0 | 280 | 15,500 |
| Jan 2014 | $3.1B | $3.1B | $0 | 190 | 15,500 |
| Aug 2013 | $2B | $2B | $0 | 160 | 15,500 |
| Jul 2013 | $2B | $2B | $0 | 160 | 15,500 |
| Mar 2013 | $2B | $2B | $0 | 160 | 15,500 |
| Dec 2012 | $1.7B | $1.7B | $0 | 160 | 11,300 |
| Aug 2012 | $1.2B | $1.2B | $0 | 51 | 11,300 |
| Jul 2012 | $1.2B | $1.2B | $0 | 51 | 11,300 |
| May 2012 | $1.2B | $1.2B | $0 | 51 | 11,300 |
| Apr 2012 | $1.2B | $1.2B | $0 | 51 | 11,300 |
| Feb 2012 | $1.2B | $1.2B | $0 | 51 | 11,300 |
| Nov 2011 | $1.1B | $1.1B | $11.7M | 51 | 3,000 |
| Jul 2011 | $1.1B | $1.1B | $11.7M | 51 | -- |
| May 2011 | $1.1B | $1.1B | $11.7M | 51 | -- |
| Apr 2011 | $1.1B | $1.1B | $11.7M | 51 | -- |
| Mar 2011 | $1.1B | $1.1B | $11.7M | 51 | -- |
| Jan 2011 | $443M | $434.5M | $8.4M | -- | -- |
| Jan 2011 | $443M | $434.5M | $8.4M | -- | -- |
| Oct 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Sep 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Jul 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Jun 2010 | $443M | $434.5M | $8.4M | -- | -- |
| May 2010 | $443M | $434.5M | $8.4M | -- | -- |
| May 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Apr 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Mar 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Mar 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Mar 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Jan 2010 | $443M | $434.5M | $8.4M | -- | -- |
| Oct 2009 | $185.3M | $177.7M | $7.6M | 10 | -- |
| Sep 2008 | $139.9M | $99.9M | $40M | 10 | -- |
| Mar 2008 | $165.5M | $126.1M | $39.4M | -- | -- |
| Jan 2008 | $165.5M | $126.1M | $39.4M | 10 | -- |
| Nov 2007 | $142.5M | $100.8M | $41.7M | 10 | -- |
| Nov 2007 | $142.5M | $100.8M | $41.7M | 10 | -- |
| Aug 2007 | $142.5M | $100.8M | $41.7M | 10 | -- |
| Mar 2007 | $142.5M | $100.8M | $41.7M | 10 | -- |
| Feb 2006 | $148.7M | $117.8M | $30.9M | 10 | -- |
| Nov 2005 | $95.7M | $91.4M | $4.3M | 10 | -- |
| Oct 2005 | $95.7M | $91.4M | $4.3M | 10 | -- |
| Jun 2005 | $95.7M | $91.4M | $4.3M | 10 | -- |
| Jun 2004 | $0 | $0 | $0 | 10 | -- |
| Jun 2004 | $0 | $0 | $0 | 10 | -- |
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees25
Clients8,923
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees25
Clients8,923
DateAug 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees25
Clients16,990
DateAug 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees25
Clients16,990
DateAug 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees25
Clients16,990
DateMay 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees25
Clients16,990
DateMay 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees25
Clients16,990
DateApr 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees25
Clients16,990
DateMar 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees189
Clients16,990
DateMar 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees300
Clients24,758
DateMay 2017
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees387
Clients49,632
DateMar 2017
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees387
Clients49,632
DateDec 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees350
Clients41,400
DateAug 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees350
Clients41,400
DateJun 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees350
Clients41,400
DateApr 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees350
Clients41,400
DateApr 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees350
Clients41,400
DateMar 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees350
Clients18,957
DateJun 2015
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees350
Clients18,957
DateMar 2015
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees350
Clients18,957
DateNov 2014
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees280
Clients15,500
DateMar 2014
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees280
Clients15,500
DateJan 2014
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees190
Clients15,500
DateAug 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees160
Clients15,500
DateJul 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees160
Clients15,500
DateMar 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees160
Clients15,500
DateDec 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees160
Clients11,300
DateAug 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients11,300
DateJul 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients11,300
DateMay 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients11,300
DateApr 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients11,300
DateFeb 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients11,300
DateNov 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.7M
Employees51
Clients3,000
DateJul 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.7M
Employees51
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.7M
Employees51
Clients--
DateApr 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.7M
Employees51
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.7M
Employees51
Clients--
DateJan 2011
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateJan 2011
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateOct 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateSep 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateJul 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateJun 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateMay 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateMay 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateApr 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateMar 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateMar 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateMar 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateJan 2010
Total AUM$443M
Discretionary$434.5M
Non-Disc.$8.4M
Employees--
Clients--
DateOct 2009
Total AUM$185.3M
Discretionary$177.7M
Non-Disc.$7.6M
Employees10
Clients--
DateSep 2008
Total AUM$139.9M
Discretionary$99.9M
Non-Disc.$40M
Employees10
Clients--
DateMar 2008
Total AUM$165.5M
Discretionary$126.1M
Non-Disc.$39.4M
Employees--
Clients--
DateJan 2008
Total AUM$165.5M
Discretionary$126.1M
Non-Disc.$39.4M
Employees10
Clients--
DateNov 2007
Total AUM$142.5M
Discretionary$100.8M
Non-Disc.$41.7M
Employees10
Clients--
DateNov 2007
Total AUM$142.5M
Discretionary$100.8M
Non-Disc.$41.7M
Employees10
Clients--
DateAug 2007
Total AUM$142.5M
Discretionary$100.8M
Non-Disc.$41.7M
Employees10
Clients--
DateMar 2007
Total AUM$142.5M
Discretionary$100.8M
Non-Disc.$41.7M
Employees10
Clients--
DateFeb 2006
Total AUM$148.7M
Discretionary$117.8M
Non-Disc.$30.9M
Employees10
Clients--
DateNov 2005
Total AUM$95.7M
Discretionary$91.4M
Non-Disc.$4.3M
Employees10
Clients--
DateOct 2005
Total AUM$95.7M
Discretionary$91.4M
Non-Disc.$4.3M
Employees10
Clients--
DateJun 2005
Total AUM$95.7M
Discretionary$91.4M
Non-Disc.$4.3M
Employees10
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--