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 registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator for private clients, focusing on individuals and families. Its fee model is flexible, blending a percentage-of-AUM charge with hourly and fixed-fee arrangements depending on the engagement. Advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not listed as a multistate or related adviser in the source data.
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%
Contacts
2 of 2
Karla Marcello
Senior Client Relationship ManagerCRD 3251168
Charles Guilbault
Vice PresidentCRD 4630365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$78.7M in ETFs
72%
$56.4M
22%
$22.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $8.6M | 137,557 | 10.87% |
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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