Gilbert Financial, LLC

Overview

Gilbert Financial, LLC is a small, SEC-registered advisory firm formed as a limited liability company and operating under individual ownership. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage of assets under management. Since its SEC registration in 2013, Gilbert Financial has built a client roster concentrated on individual and family investors rather than institutional mandates. The firm’s stated investment preference is equities, and its operating model leans toward discretionary portfolio management while maintaining a portion of non-discretionary relationships. Gilbert Financial is not positioned as a capital allocator or a multi-state advisory platform; it sources alternative exposure through third-party managers rather than sponsoring in-house funds. Environmental, social and governance (ESG) investing is not an active emphasis for the firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices