Fee-only adviser · Palm Beach Gardens, FL
Global Trust
Global Trust is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palm Beach Gardens, Florida. On its latest Form ADV, filed July 15, 2026, it reports $450M in regulatory assets under management, 225 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 143120 · SEC file 801-68778 |
| Office | 11300 U.s. Highway 1 Suite 600 Palm Beach Gardens, FL 33408 |
| Phone | (561) 472-0191 |
| Website | www.gbltrust.com |
| Regulatory assets under management | $450M ($407M discretionary) |
| Individual clients | 114 non-high-net-worth, 111 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Beach Gardens
- Dakota Wealth, LLC $6.9B
- Montello Wealth Management, Inc. $108M
- Lri Investments $2.8B
- Atticus Wealth Management $565M
- Digital Asset Investment Management $80M
- Nexwealth LLC $172M
See all 20 fee-only advisers in Palm Beach Gardens →
Nearby
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Riviera Beach 1 firm
- Jupiter 11 firms
- West Palm Beach 21 firms
- Palm Beach 9 firms
- Royal Palm Beach 1 firm
- Lake Worth Beach 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Global Trust? Update this listing.