# GLOBALT INVESTMENTS LLC

GLOBALT INVESTMENTS LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 328039
- Type: SEC-registered investment adviser
- SEC file number: 801-129022
- Location: 3200 WINDY HILL ROAD, SE, SUITE 1550E, ATLANTA, GA, 30339
- Phone: 404-364-2188
- Latest filing: 2026-04-14
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 18
- Accounts: 3,248

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| William Henry Roach | CEO AND PRESIDENT; MANAGING MEMBER, CEO AND PRESIDENT | — |
| Drake John Craig | CHIEF OPERATING OFFICER; MANAGING MEMBER, CHIEF OPERATING OFFICER | — |
| Gary Edward Fullam | CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER | — |
| Annette Michelle Marshall | CHIEF COMPLIANCE OFFICER | — |
| Thomas Andrew Martin | MANAGING MEMBER, BOARD MEMBER; SR. PORTFOLIO MANAGER | — |
| Kimberly Dawn Woody | MANAGING MEMBER, BOARD MEMBER; SR. PORTFOLIO MANAGER; VP, SR. PORTFOLIO MANAGER | — |
| Jairus Keith Buchanan | MANAGING MEMBER, BOARD MEMBER; SR. PORTFOLIO MANAGER | — |
| CRAIG DRAKE JOHN | CHIEF OPERATING OFFICER | — |
| MARSHALL ANNETTE MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| FULLAM GARY EDWARD | CHIEF INVESTMENT OFFICER | — |
| ROACH WILLIAM HENRY | CEO AND PRESIDENT | — |
| MARTIN GEORGE ANDREW | SR. PORTFOLIO MANAGER | — |
| Buchanan J Keith | SR. PORTFOLIO MANAGER | — |
| WOODY KIMBERLY DAWN | VP, SR. PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328039/similar
- Related entities: https://search.stillhousedata.com/firm/328039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328039

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.