Shauna Norris

Sarasota’s Global Financial Private Capital Commemorated for $5.3 Billion in Assets

Global Financial Private Capital logoGlobal Financial Private Capital (GFPC) – a Sarasota-based, independently owned, SEC Registered Investment Advisor (RIA) – was recognized and commended by Fidelity Investments for achieving $5.3 billion in assets under management on the Fidelity Clearing & Custody platform. By reaching this important milestone, GFPC joins an elite group of fewer than one percent of RIA firms in the nation, as referenced in Ceruilli’s “RIA Marketplace 2014” report.

“Global Financial has grown at an impressive rate over the past several years,” said Tom Valverde, senior vice president at Fidelity Clearing & Custody. “We believe this sort of growth demonstrates that Global Financial is highly focused on meeting and exceeding their clients’ expectations. Very few firms are able to grow so steadily and strategically.”

Demonstrating the firm’s consistent year-after-year growth, historical year-end Fidelity assets under management (AUM) for GFPC were $1.7 billion AUM in 2012, $2.9 billion AUM in 2013 and $4.4 billion AUM in 2014. In addition, the company was recognized as the 46th largest RIA in the United States by REP magazine in 2013, a Forbes Top 50 Wealth Manager in both 2013 and 2014, and named one of the eight fastest-growing RIAs in the country in the Florida Business Journal “Florida Fast 100” in 2012. GFPC has also been featured widely in national television appearances on Fox Business, Nightly Business Report, CNBC and Bloomberg; over 50 Thought Leadership articles and quotes; and multiple op-ed stories with the Wall Street Journal. 

About Global Financial Private Capital, LLC
Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. As an independent organization, it has the freedom to offer unbiased advice without the potential for conflicts of interest often present within larger broker dealers. Global Financial comprises a number of special areas of expertise, all of which work together to provide comprehensive wealth management solutions. Visit for more information.

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