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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Zenith vertex
- Established Date
- 11-06-2023
- Office Locations
- 1
Office Locations
About Globalt Investments
Globalt Investments is an Atlanta-based RIA providing turn-key global asset management through globally diversified ETF strategies and domestic/large-cap equity portfolios. Its global macro, data-driven approach emphasizes risk-aware portfolio construction and downside protection to navigate volatility and capture global opportunities. Globalt became 100% employee owned in 2023 and was recognized by Envestnet with a 2024 Asset Manager of the Year award (multi-asset strategist category).
Team overview
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Custodian
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Platform
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Owner & Executives
GARY EDWARD FULLAM
Chief Investment Officer, Managing Member
- CRD
- #4370789
- Ownership
- 25% but less than 50%
WILLIAM HENRY ROACH JR
Chief Executive Officer, Managing Member, President
- CRD
- #1422946
- Ownership
- 25% but less than 50%
Vertex bridge
Prime summit alpha
- CRD
- #80483
- Ownership
- 17.8%
Showing 2 of 7 owners & executives
Unlock allContacts
Veronica Ann Fulton
Associate
- CRD
- #7833389
JAMES GORDON KISH
Regional Director
- CRD
- #2506265
Wave zenith
Matrix eagle vital
- CRD
- #14460
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,021,798,165 | $930,357 |
| Non-Discretionary | $0 | -- |
| Total | $3,021,798,165 | $930,357 |
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Separately Managed Accounts
Total SMA Asset: $3,021,798,165
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $367,004,744 | 23.7% |
| Cash | $165,694,125 | 10.7% |
| Corporate - Investment Grade | $303,514,472 | 19.6% |
| Municipal Bonds | $463,014,424 | 29.9% |
| U.S. Government/Agency | $249,315,458 | 16.1% |
| Total | $1,548,543,223 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS ATLAS | HORIZON ALPHA | 83YIXFYV7 | TDV | 1.36% | $63,330,043 |
| NORTH GLACIER NORTH | PIONEER TIMBER | 9EXT0HO4C | CPG | 12.32% | $46,687,281 |
| FRONTIER RADIAL | CAPITAL VALUE | FF0WAAJ1N | FQAET | 5.36% | $98,033,266 |
| VECTOR DELTA VITAL | HORIZON BEACON | U5ZOQM9G5 | YWK | 5.83% | $1,642,736 |
| ALPHA MOMENTUM | MOMENTUM FUSION | 3MHBKK4HV | ARMWE | 10.65% | $26,981,321 |
| MATRIX DELTA RADIAL | INSIGHT VITAL | TDBLHR86Q | YQVFI | 0.71% | $32,365,876 |
| FRONTIER RADIAL FUSION | HARBOR OPTIMA | 1YU4Y0MH1 | XGX | 12.27% | $15,515,055 |
| BRIDGE CAPITAL BEACON | FRONTIER SUMMIT | O0VBG9SL9 | GIHQL | 8.95% | $31,770,813 |