Global Strategic Investment Solutions, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 129
- Avg AUM / client
- $12.5M
- Accounts
- 401
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $8.7M | 0.54% |
| High net worth individuals | 92 | $1.2B | 73.0% |
| Charitable organizations | 15 | $427M | 26.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Edward Callaghan | Managing Partner/Chief Compliance Officer | Mar 2015 (11y) | 25% – 50% | |
| Curt Randall Thompson | Managing Partner | Jan 2018 (9y) | 50% – 75% | |
| Callaghan, Hana | Hr Consultant | Dec 2019 (7y) | 5% – 10% | |
| Matthew Keith Underwood | Registered representative | CFA | May 2019 (7y) | |
| Nicholas Guido Botticelli | Registered representative | Jan 2025 (2y) | ||
| Tyson Ross Keene | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (99% of AUM) Apr 2026
- The Vanguard Group, Inc. $4.7M (0% of AUM) Mar 2025
- BNY Mellon $109K (0% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗