Globalt Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 14, 2026, reports $3.0B in regulatory assets under management, 18 employees, and 3,248 accounts.
Assets Under Management
$3.0B
Employees
18
Offices
--
Total Clients
3,248
Primary office
ATLANTA, GA
3200 WINDY HILL ROAD, SE, SUITE 1550E, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
2,335
2
HNWI
22.4%
727
3
Corporations
2.8%
91
4
Charitable
2.3%
75
5
Pension Plans
0.5%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of April 14, 2026
Discretionary100.0%
$3.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.0B
Total Accounts3,248
10Y AUM Change+$378M (+14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee180:1
10Y Employee Change-1 (-5.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.