Gilbert Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 117268
- Registered since
- April 19, 2021
- Website
- gilbertcapitalgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.88%
- Individuals32.83%
- Corporations / Businesses2.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gilbert Capital Group is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. Ownership is held by an individual. The firm serves both individual & family clients and institutional clients, charging fees based on a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses. The adviser does not identify as an active ESG investor, is not positioned as a capital allocator to outside managers, and does not self-report roles such as pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- US Government Bonds3%
- State & Local Bonds3%
Contacts
2 of 2
Cass Gilbert
Senior Vice PresidentCRD 705088
Beatrice Gilbert
PrincipalCRD 4499038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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