← Directory
GLOBALT INVESTMENTS
Legal name: GLOBALT INVESTMENTS LLC
CRD 328039File 801-129022
APPROVED
Retail clients
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.02B
Top 25% of cohort (national)
Discretionary AUM
$3.02B
Clients
3,248
3,248 accounts
Employees
18
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 6, 2023
- Principal office
- 3200 WINDY HILL ROAD, SE, SUITE 1550E, ATLANTA, GA, 30339
- Phone
- 404-364-2188
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.02B
- Discretionary AUM
- $3.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,248
- Non-discretionary accounts
- 0
- Total accounts
- 3,248
- AUM per client
- $930K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 91 | $239.1M |
| Charitable organizations | 75 | $192.2M |
| High net worth individuals | 727 | $1.56B |
| Pension and profit sharing plans | 15 | $81.6M |
| State or municipal government entities | 5 | $229.5M |
| Individuals (other than high net worth individuals) | 2,335 | $721.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENT OF MODEL PORTFOLIO FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.