Gilbert Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$154,529,526
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
139
24% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
139
Very HighAverage account size
$1,111,723
About
Gilbert Capital Group provides discretionary portfolio management and investment advice to individuals, families, retirement plans, trusts, charitable organizations, and corporate investment accounts. The firm manages approximately $158 million in client assets across roughly 139 accounts, with the large majority of those assets managed on a discretionary basis.
Investment decisions combine fundamental and quantitative research and emphasize active management, diversification across sectors, and monitoring market rotations between large- and small-cap and growth- and value-style exposures. Portfolios typically include individual equities, no‑load mutual funds, and exchange-traded funds, with fixed‑income allocations focused on investment‑grade and government securities; custodial and trade execution services are delivered through Fidelity.
Compared with many peers, the firm is operated by a single senior investment professional who personally manages and reviews client portfolios and has led the firm since its 1998 founding, rather than a multi-advisor team model. The adviser does not participate in wrap-fee programs or accept third‑party compensation, requires no minimum account size to open, and applies reduced fees for charitable or not‑for‑profit accounts.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.35%
Fee-only: Investment management fees based on assets under management; no commissions or performance fees charged.
Main office location
Gilbert Capital Group
North Yarmouth ME, United States
Number of offices
1
Most active in
Gilbert Capital Group has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Maine · Massachusetts · New Hampshire · Texas · Vermont
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:
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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.
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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.
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