Gilbert Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 117268
- Registered since
- April 19, 2021
- Website
- gilbertcapitalgroup.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- US Government Bonds3%
- State & Local Bonds3%
Contacts
2 of 2
Cass Gilbert
Senior Vice PresidentCRD 705088
Beatrice Gilbert
PrincipalCRD 4499038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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