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Global Financial Private Capital, LLC

Global Financial Private Capital, LLC
Global Financial Private Capital, LLC is a RIA based in Sarasota, FL with $5B in AUM and with 326 advisors nationwide.

Advisors (326)

Name Start Date
John P. Duncan May 2010
Gina C. Wells, CLU®, ChFC® Oct 2010
John Robert Deitrick Feb 2010
Paul James O'Grady May 2010
Karen Meyer Holland Sep 2014
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Geoffrey Allen Frazier Member 06/01/2004
Michael John Dixon Member 06/01/2004
Edward Christian Bertelsen Compliance Officer - Institutional 11/01/2011
Christian Cameron Bertelsen Chief Investment Officer 11/01/2011
Timothy James Lyle Chief Compliance Officer 07/01/2012

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

501 North Cattlemen Road
Sarasota , FL 34232
Phone Number: 866-641-2186
Other Offices Address City State Zip
3060 S. Dye Road Flint MI 48507
10403 Harrison Avenue Harrison OH 45030
Po Box 1783 Wenatchee WA 98807
2700 Old Rosebud Lane Lexington KY 40509
4401 West Hundred Road Chester VA 23831
501 North Cattlemen Roadsuite 106 Sarasota FL 34232

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees