GLOBAL OAK CAPITAL MARKETS LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
125860
Registered since
August 28, 2003

Firm profile

FINTRX

Overview

Global Oak Capital Markets LLC is organized as a limited liability company and appears on SEC records with registration dating back to 2003. The ownership is listed as a domestic entity and individual(s); the firm is categorized as unclassified in the available data. The FINTRX entry flags several operational attributes: the firm is not designated as a capital allocator, does not identify as an active ESG investor, is not recorded as a multi-state adviser, and is not marked as newly formed. It is also not listed as a pension consultant or a related adviser. Public-facing details about the firm's core advisory services, fee schedule, or specific investment focus are not included in the provided record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARIE KATZ

    Chief Financial OfficerCRD 2457660

Contacts

3 of 6
  • JAMES PHILIP

    Managing DirectorCRD 1992671

  • JONATHAN LIEBERGALL

    CRD 1744845

  • CHRISTIAN DAVID TOFT

    CRD 4389124

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
25 Legare St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth