# Globalt Investments

> Globalt Investments is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 328039
- Filed as: GLOBALT INVESTMENTS
- Legal name: Globalt Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328039
- AdvisorCensus page: https://advisorcensus.com/firm/globalt-investments-atlanta-ga-328039

## Quick answers

**How is Globalt Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Globalt Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Globalt Investments located?**
Globalt Investments' principal office is in Atlanta, GA, according to its Form ADV.

**Is Globalt Investments registered with the SEC or a state?**
Globalt Investments is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328039.

**How much does Globalt Investments manage?**
Globalt Investments reports $3,021,798,165 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**How have Globalt Investments' assets and staff changed since 2024?**
In the Form ADV data for Globalt Investments: Regulatory assets under management: $2,661,690,190 in the October 2024 data and $3,021,798,165 in the October 2026 data, up 14%. Total employees: 18 in October 2024 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Globalt Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,335); high net worth individuals (727); corporations or other businesses not listed above (91).

**Which custodians does Globalt Investments use?**
Globalt Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Globalt Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328039

**What changed in Globalt Investments' recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in HI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,021,798,165
- Discretionary: $3,021,798,165
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,335 | $721,461,954 |
| High net worth individuals | 727 | $1,557,881,026 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $81,576,186 |
| Charitable organizations | 75 | $192,236,956 |
| State or municipal government entities (including government pension plans) | 5 | $229,539,246 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 91 | $239,102,797 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, CO, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalt.com
- LinkedIn @globalt-investments-atlanta

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $2,661,690,190 | 18 | March 27, 2024 |
| October 2025 | $2,809,985,493 | 18 | July 1, 2025 |
| October 2026 | $3,021,798,165 | 18 | April 14, 2026 |

Regulatory assets under management: $2,661,690,190 in the October 2024 data and $3,021,798,165 in the October 2026 data, up 14%.
Total employees: 18 in October 2024 and 18 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in HI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Globalt Investments (CRD 328039): Form ADV filing data as of October 2026.