Back to top

Global Financial Private Capital, LLC

Global Financial Private Capital, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 24, 2016
    • $5.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 67K
      Accounts
    • $88.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Firm Client types

Advisors

Current Advisors

# of advisors

310

name start date
John P. Duncan
May 2010
John Robert Deitrick
February 2010
Paul James O'Grady
May 2010
Andrew Allen Mckaig
March 2015
Michael Arthur Davis
May 2010

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Geoffrey Allen Frazier Member June, 2004 50% to 75%
    Michael John Dixon Member June, 2004 50% to 75%
    Christian Cameron Bertelsen Chief Investment Officer November, 2011 less than 5%
    Teresa A Koncick Chief Compliance Officer And General Counsel June, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees