SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Goi
Miami, FL
Global Opportune Investments LLC, CRD 319494
Firm filing updated September 18, 2026 ·
- $111.3MAssets
- 2Advisory staff
- 140Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals39
- Individuals19
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 19 | $4.7 million |
| High net worth individuals | 39 | $103.5 million |
| Investment companies | 1 | $7,270 |
| Charitable organizations | Fewer than 5 clients | $3.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$111.3 million
- Accounts140
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Global Opportune Investments LLC SEC-registered investment advisor. CRD 319494, SEC file 801-135747.
- Registered with the SEC as an investment advisor (status date on record: April 2, 2026).
Is Goi a fiduciary?
Short answer: Goi is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.