Global Oak Capital Markets LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 125860
- Registered since
- August 28, 2003
- Website
- www.globaloakcm.com
Firm profile
FINTRXOverview
Global Oak Capital Markets LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm's owner type is recorded as a mix of a domestic entity and an individual, and the FINTRX snapshot classifies it as "Unclassified." The profile supplied contains minimal detail about the firm's business lines or advisory services. The dataset notes several negative flags rather than active service descriptions: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser. No fee structure, client demographic, or specific advisory activities were provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Marie Katz
Chief Financial OfficerCRD 2457660
Contacts
3 of 6
William Drake
PrincipalCRD 1621314
Jonathan Liebergall
Head of Debt Capital MarketsCRD 1744845

James Philip
Managing DirectorCRD 1992671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 69 Rutledge Ave
- Time zone
- ET (UTC-5)
- Office locations
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