GLOBAL VALUE INVESTMENT CORPORATION
SEC RegisteredBuilding Generational Wealth
About the firm
Global Value Investment Corporation (GVIC) is a 100% employee-owned investment advisory firm headquartered in Milwaukee, Wisconsin. Founded in 2007 as Milwaukee Private Wealth Management and reorganized under its current name in 2015, the firm seeks long-term capital appreciation through disciplined fundamental analysis and strategic capital allocation rooted in value-oriented investment principles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Value investing strategies including a Total Return Value Strategy and a Concentrated Equity Value Strategy, both based on value-oriented investment principles that view equity securities as fractional ownership interests in operating enterprises.
Who they serve
Individual investors and advisors throughout the United States and around the world who want a differentiated alternative to large passive funds and widely held investment vehicles.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $36M |
| High Net Worth Individuals | 54 | $158M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $348k |
| Charitable Organizations | 4 | $2.3M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 6 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.50% |
| $500,000 - $1,000,000 | 1.25% |
| $1,000,000 - $5,000,000 | 1.00% |
| $5,000,000+ | 0.75% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GLOBAL VALUE INVESTMENT CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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