Josh Schein
Global Key Advisors · San Francisco, California
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.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Global Key Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $34.3M across 112 accounts |
| SEC registration | Investment adviser representative in CA, MA, NV, TX · CRD 2487234 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.gkadvisors.com |
| Profile |
How Josh's firm compares
- Global Key Advisors's average account is about $306,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Josh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Global Key Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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