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. Public disclosures list the owner type as a domestic entity and individual. The firm is classified as "unclassified" in the available snapshot, and several adviser attributes are explicitly negative: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm has not provided detail on its business activities, advisory services, client mix, or fee structure in the source data.
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
James Philip
Managing DirectorCRD 1992671
Jonathan Liebergall
Head of Debt Capital MarketsCRD 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
- 69 Rutledge Ave
- Time zone
- ET (UTC-5)
- Office locations
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