Gilbert Capital Group

RIASEC RegisteredEst. 2021
Total AUM
$158M
Discretionary
$158M
100% of AUM
Avg account
$473K
Accounts
334
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
117268
Registered since
April 19, 2021
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

FINTRX

Overview

Gilbert Capital Group is a SEC-registered corporate advisory firm (registered in 2021) that bills itself as a fee-based investment manager serving both individual/family and institutional clients. The firm is owner-operated and concentrates on portfolio management for individuals and small businesses, charging a percentage-of-assets-under-management fee. Gilbert Capital Group does not identify as an active ESG investor and does not list itself as a capital allocator or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 6%, US Government Bonds 3%, State & Local Bonds 3%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities6%
  • US Government Bonds3%
  • State & Local Bonds3%

Contacts

2 of 2
  • Cass Gilbert

    Cass Gilbert

    Senior Vice PresidentCRD 705088

  • Beatrice Gilbert

    PrincipalCRD 4499038

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth