Global Atlantic Investment Advisors, LLC

Overview

Global Atlantic Investment Advisors, LLC is an SEC registered investment adviser based in Indianapolis, IN, registered since 2013. It reports $2.7B in assets under management across 16 accounts, with 15 employees. It has 2 investment adviser representatives.

Reported AUM

$2.7B

Discretionary

100%

Accounts

16

Average account

$169M

Employees

15

Advisory reps

2

Registered since

2013

Jurisdictions

1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Selection of Other Advisors

Client types

• Investment Companies

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Cameron David Jeffreys Elected Manager, Chairman CRD 6183204
• Brian Victor Korbesmeyer Chief Financial Officer CRD 8063312
• David Donald Capalbo Chief Compliance Officer CRD 2915399

1 more executive officer, with direct contact details

Advisory reps 2 of 2

• Cameron David Jeffreys Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6183204
• Eric David Todd Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2175308

Location

Headquarters

10 W Market St Ste 2300
Indianapolis, IN 46204

County

Marion

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: globalatlantic.onlineprospectus.net/globalatlantic/portfolios

Every state, with registration dates

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