GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

INDIANAPOLIS, Indiana·7 registered advisors·CRD# 167429
SEC# 801-781320317-223-2708
01

Firm Overview

AUM
$2.9B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

7 registered advisors
David Allen Jacoby
INDIANAPOLIS, Indiana
David Donald Capalbo
INDIANAPOLIS, Indiana
Eric David Todd
INDIANAPOLIS, Indiana
John Joseph Fowler
INDIANAPOLIS, Indiana
Michael A Reardon
INDIANAPOLIS, Indiana
Paula Genevieve Nelson
INDIANAPOLIS, Indiana
Robert Michael Arena
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
7 advisors

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Data sourced from SEC Form ADV filings. GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC (CRD# 167429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.