Overview
- Total Firm Assets
- $158 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
Fee Disclosure
Source: GILBERT CAPITAL GROUP, INC. BROCHURE & SUPPLEMENT (2026-04-07) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | and above | 0.35% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $33,250 | 0.66% |
| $10 million | $50,750 | 0.51% |
| $50 million | $190,750 | 0.38% |
| $100 million | $365,750 | 0.37% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 64.88%
- Number of High-Net-Worth Clients
- 33
- Total Client Accounts
- 334
- Discretionary Accounts
- 329
- Non-Discretionary Accounts
- 5
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 117268
- GILBERT CAPITAL GROUP, INC. BROCHURE & SUPPLEMENT (2026-04-07) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗