James Andrew Case
Investment adviser representative at Global Assets Advisory, LLC
16 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Global Assets Advisory, LLCAug 2026 to now
- International Assets Advisory, LLCAug 2026 to now
- International Assets Investment Management, LLCAug 2026 to now
- James A Case - Private EquityJan 2014 to now
- AlacrityJan 2010 to Aug 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (IN).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269923
- Firm CRD
- 300460