C
C.J. Gilbert Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,812,824
Clients
18
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$1,545,157
About
C.J. Gilbert Financial LLC provides investment management services to individuals (including high‑net‑worth individuals), trusts, and individual retirement plans. The firm delivers advisory services exclusively through sub‑advisory agreements with independent investment managers rather than by directly managing client portfolios.
The firm begins with personal meetings and a comprehensive review to establish each client’s objectives, risk tolerance, and any investment restrictions, and then oversees implementation and ongoing monitoring while the independent managers handle day‑to‑day trading. Accounts are reviewed at least quarterly and clients receive consolidated reporting; CJGF shares a portion of its advisory fee with the independent managers while charging clients a single, consolidated advisory fee.
Distinctive features include that CJGF does not execute trades or maintain custody of client assets (aside from client‑authorized fee deductions), and it does not vote proxies for securities held in client accounts, placing emphasis on manager selection and relationship oversight. The firm commonly places retirement assets in wrap‑fee programs via its managers, operates without a separate formal Code of Ethics given its reliance on unaffiliated managers, and reports no disciplinary history.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.25% annually Over $2,000,000 - $5,000,000: 1.00% annually Over $5,000,000 - $10,000,000: 0.75% annually Over $10,000,000+: 0.50% annually
Fee-only: Investment management fees based on percentage of AUM; no commissions charged; fees may be negotiable.
Main office location
C.J. Gilbert Financial LLC
The Weston Office Building, 30 Colpitts Road
Weston MA 02493, United States
Number of offices
1
Most active in
C.J. Gilbert Financial LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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