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 registered as a limited liability company and shows an SEC registration date of 2003. The ownership is recorded as a domestic entity/individual and the firm's regulatory classification in the source is listed as "unclassified." The snapshot fields indicate the firm is not identified as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and is not marked as a pension consultant or related adviser. The available records do not include descriptions of advisory services, fee schedules, target client segments, or specific business activities. Those gaps in disclosure make it difficult to characterize the firm's investment focus, service model, or client-facing capabilities from the provided dataset.
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
2 of 2
Marie Katz
Chief Financial OfficerCRD 2457660
Jonathan Liebergall
CEOCRD 1744845
Contacts
3 of 5James Philip
Managing DirectorCRD 1992671
Christian David Toft
CRD 4389124

William Drake
PrincipalCRD 1621314
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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