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 with domestic entity and individual ownership. Public information on its business model and advisory activities is limited; filings classify the firm as unclassified and do not identify it as a capital allocator. The firm is not flagged as an active ESG investor and is not described as a multi-state or newly formed adviser in the available dataset. Available records do not specify client segments, fee arrangements, or the range of services offered, and the firm has not provided additional detail about its activities or affiliations.
Assets & Accounts
Investments & Alternatives
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
William Drake
PrincipalCRD 1621314
Jonathan Liebergall
Head of Debt Capital MarketsCRD 1744845

James Philip
Managing DirectorCRD 1992671
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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