Overview
Assets Under Management: $158 million
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Frequently Asked Questions
GILBERT CAPITAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117268), GILBERT CAPITAL GROUP is subject to fiduciary duty under federal law.
GILBERT CAPITAL GROUP serves 33 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, GILBERT CAPITAL GROUP offers portfolio management for individuals. View all service details ↓
GILBERT CAPITAL GROUP manages $158 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, GILBERT CAPITAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 334
Discretionary Accounts: 329
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 117268
Filing ID: 2045533
Last Filing Date: 2026-01-27 09:32:25