# Josh Schein

> Josh Schein is a fee-only financial advisor at Global Key Advisors in San Francisco, California. Josh focuses on founders (pre-exit). Global Key Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/josh-schein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Global Key Advisors
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $34.3M across 112 accounts
- **Specialties:** Founders (pre-exit)
- **Works with:** Executives, Founders
- **CRD:** 2487234 (https://adviserinfo.sec.gov/individual/summary/2487234)
- **SEC registration:** Investment adviser representative in CA, MA, NV, TX
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.gkadvisors.com

## Frequently asked questions

### Is Josh Schein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Josh holds no broker registration, and Global Key Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Josh charge for financial advice?

Josh's firm, Global Key Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Josh Schein based?

Josh Schein is based in San Francisco, California.

### What does Josh specialize in?

Josh's specialties include founders (pre-exit). Josh works with executives and founders.

### Is Josh Schein registered with the SEC?

Yes. Josh Schein is registered as an investment adviser representative in CA, MA, NV and TX (CRD 2487234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Global Key Advisors manage?

Global Key Advisors reports $34.3M across 112 accounts in assets under management.

### How do I contact Josh Schein?

Through Josh's website, www.gkadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2487234): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://gkadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.