Globalt Investments LLC
● SEC registered since 2023CRD 328039SEC# 801-129022Atlanta, GA
Reg. AUM
$3.02B
Employees
18
Accounts
3,248
Location
Atlanta, GA
Globalt Investments LLC assets under management
Globalt Investments LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2023. It reports $3 billion in regulatory assets under management and employs 18 people.
Globalt Investments LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annette Michelle Marshall | Chief Compliance Officer | Under 5% | 2023 |
| Drake John Craig Control | Managing Member, Chief Operating Officer | 10-25% | 2023 |
| Gary Edward Fullam Control | Managing Member, Chief Investment Officer | 25-50% | 2023 |
| Jairus Keith Buchanan Control | Managing Member, Board Member | 5-10% | 2023 |
| Kimberly Dawn Woody Control | Managing Member, Board Member | 10-25% | 2023 |
| Thomas Andrew Martin Control | Managing Member, Board Member | 10-25% | 2023 |
| William Henry Roach Control | Managing Member, Ceo And President | 25-50% | 2023 |
Frequently asked questions
How much does Globalt Investments LLC manage?
Globalt Investments LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Globalt Investments LLC have?
Globalt Investments LLC reports 18 employees.
Where is Globalt Investments LLC located?
Globalt Investments LLC is based in Atlanta, GA and has been SEC-registered since 2023.
Does Globalt Investments LLC disclose fund performance?
Globalt Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 Windy Hill Road, SE, Suite 1550e, Atlanta, GA 30339 |
| Phone | 404-364-2188 |
| Fax | 404-364-2189 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2011891 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.02B▲ 8%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$3.02Bregulatory AUM
Discretionary $3.02B