Global Oak Capital Markets LLC

Broker-DealerFINRA Member
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 with domestic entity and individual ownership. Public information on its business model and advisory activities is limited; filings classify the firm as unclassified and do not identify it as a capital allocator. The firm is not flagged as an active ESG investor and is not described as a multi-state or newly formed adviser in the available dataset. Available records do not specify client segments, fee arrangements, or the range of services offered, and the firm has not provided additional detail about its activities or affiliations.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

    Marie Katz

    Chief Financial OfficerCRD 2457660

Contacts

3 of 6
  • William Drake

    William Drake

    PrincipalCRD 1621314

  • Jonathan Liebergall

    Jonathan Liebergall

    Head of Debt Capital MarketsCRD 1744845

  • James Philip

    James Philip

    Managing DirectorCRD 1992671

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
69 Rutledge Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth