GLOBALT INVESTMENTS LLC
Legal name: GLOBALT INVESTMENTS
CRD #328039 SEC #801-129022 ATLANTA, GA 404-364-2188
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
18
Clients
0
Accounts
3,521
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, ANNETTE, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| FULLAM, GARY, EDWARD | I | CHIEF INVESTMENT OFFICER | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| ROACH, WILLIAM, HENRY | I | CEO AND PRESIDENT | C | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| CRAIG, DRAKE, JOHN | I | CHIEF OPERATING OFFICER | B | Control |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| MARTIN, THOMAS, ANDREW | I | SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| WOODY, KIMBERLY, DAWN | I | VP, SR. PORTFOLIO MANAGER | B | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A | |
| Buchanan, Jairus, Keith | I | SR. PORTFOLIO MANAGER | A |
Registrations
Federal
IA
Nov 6, 2025 REGISTERED
Notice Filings (28)
AL CA CO FL GA HI IL IN KY LA MD MI MO MS NC NM NV NY OH OK OR PA SC TN TX UT VA WA
Address
3200 WINDY HILL ROAD, SESUITE 1550E
ATLANTA, GA 30339
United States
Phone: 404-364-2188