C.J.GILBERT FINANCIAL LLC

Overview

C.J. Gilbert Financial LLC is a small, fee-based advisory practice that manages discretionary portfolios for high-net-worth individuals and families and provides manager selection services. The firm charges a percentage-of-assets fee and operates primarily as a capital allocator, blending direct portfolio management with allocations to outside advisers and pooled vehicles. It does not position itself as an ESG-focused or multi-state adviser, and its business mix centers on individual and family relationships plus a limited small-business clientele. Investment activity leans toward using external managers and registered funds to implement policy exposures rather than running large in-house proprietary strategies. The firm's filing classifies its primary asset grouping as "Other," which suggests material holdings outside traditional listed equities and standard mutual fund sleeves. That classification, together with its explicit use of third-party alternatives, indicates a willingness to add non-traditional exposures to client portfolios where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices