Global Oak Capital Markets LLC

Broker-DealerFINRA MemberEst. 2003
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 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

FINTRX

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
  • James Philip

    James Philip

    Managing DirectorCRD 1992671

  • Jonathan Liebergall

    Jonathan Liebergall

    Head of Debt Capital MarketsCRD 1744845

  • Christian David Toft

    CRD 4389124

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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