Globalt Investments

RIASEC Registered

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$930K

Accounts

3,248

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 328039
Registered since: November 6, 2023
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI51.55%
Individuals23.88%
Corporations / Businesses7.91%
State / Municipal Government7.6%
Charitable Organizations6.36%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Globalt Investments is an independent, LLC-structured registered investment adviser that began its SEC registration in 2023. The firm provides portfolio management to both individual and family clients as well as business and institutional investors. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures, reflecting a mix of traditional asset-based and bespoke pricing. Investment activity emphasizes publicly traded equities and ETFs, and the firm identifies as an active ESG investor, indicating environmental, social, or governance criteria are part of its selection process. Advisory services are focused on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Ownership is listed as individual, suggesting founder- or principal-owned leadership rather than a corporate parent.