Investment adviser · CRD 328039
GLOBALT INVESTMENTS
Investment adviser filing (IA)
GLOBALT INVESTMENTS LLC
ATLANTA, GA, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $3.02B Form ADV · Item 5.F
- Client accounts
- 3,248 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 727 | $1,557,881,026 | 51.6% |
| Individuals | 2,335 | $721,461,954 | 23.9% |
| Corporations & businesses | 91 | $239,102,797 | 7.9% |
| Government entities | 5 | $229,539,246 | 7.6% |
| Charities | 75 | $192,236,956 | 6.4% |
| Retirement plans | 15 | $81,576,186 | 2.7% |
Filing source
Form ADV 2094600 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
3200 WINDY HILL ROAD, SE, SUITE 1550EATLANTA, GA, 30339, United States
CRD 328039
Filing source
Form ADV 2094600 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.