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, individual-owned registered investment adviser that focuses on serving individuals and families. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, along with selection-of-other-advisers and pension consulting support. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Guilbault Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2KARLA 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 28Active vs passive
$71.1M in ETFs
74%
$52.3M
19%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $8.7M | 139,857 | 12.31% |
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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