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 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
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 1MARIE KATZ
Chief Financial OfficerCRD 2457660
Contacts
3 of 6JAMES PHILIP
Managing DirectorCRD 1992671
JONATHAN LIEBERGALL
CRD 1744845
CHRISTIAN DAVID TOFT
CRD 4389124
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
- 25 Legare St
- Time zone
- ET (UTC-5)
- Office locations
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