Guilbault Capital
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 331160
- Registered since
- May 17, 2024
- Website
- www.guilbaultcapital.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.61%
- Individuals3.02%
- Pension & Profit Sharing Plans2.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Guilbault Capital is an independent, owner-operated limited liability company that acts as a capital allocator for individual and family clients. The adviser is SEC-registered (registered in 2024) and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Non-Exchange Traded Equities48%
- Exchange Traded Equities38%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$80.6M in ETFs
67%
$53.9M
28%
$26.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $8.9M | 133,395 | 11.05% |
Location
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 3850 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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