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Guilbault Capital

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Client assets under management

$296,540,476

Clients

138

78% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

69

High

Average account size

$2,148,844

About

Guilbault Capital provides investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, selection of third‑party asset managers, financial planning and consulting, and fiduciary and non‑fiduciary services for plan sponsors.

The firm constructs risk‑adjusted, tax‑aware asset allocations tailored to clients’ cash‑flow needs and risk profiles, using a mix of active and passive strategies across equities, fixed income, ETFs, mutual funds and, when appropriate, alternative investments. Guilbault Capital monitors portfolios on an ongoing basis, conducts periodic client reviews, and may manage or advise on held‑away assets and fee‑based annuity subaccounts as part of its service model.

What distinguishes Guilbault Capital is its scale relative to its team: the brochure discloses roughly $303.8 million in total assets (split between discretionary and non‑discretionary mandates) managed by a two‑advisor firm, producing a comparatively high assets‑per‑advisor ratio. The firm also sponsors a wrap‑fee program and documents participation in third‑party platforms and promotional arrangements (including Wells Fargo program access and TradePMR’s asset‑match offering), disclosures that underline its reliance on outside program providers and potential bundled fee/custody considerations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Tax-loss harvesting Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for financial planning and consulting services, up to $20,000

Percentage

$0+: Up to 1.50% annually (maximum fee rate for new clients) $0+: Up to 1.75% annually for Personalized Unified Managed Account Program through Wells Fargo $0+: Up to 1.50% annually for Fundsource Mutual Fund Advisory Program through Wells Fargo

Project-based

Hourly rates for financial planning and consulting services (specific rates not stated)

Other

Account minimum: $100,000 initial, $25,000 ongoing (minimums may be waived) Fee-only: Financial planning and consulting fees up to $20,000 fixed or hourly rates

Main office location

Guilbault Capital

3850 N Causeway Blvd., Suite 121

Metairie LA 70002, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 504-612-9250

Advisors at this firm

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user avatar

Charles G

Series 66

Metairie, LA

Guilbault Capital

Charles Guilbault is a financial advisor at Guilbault Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Chief Financial Officer and Chief Accounting Officer at MedCentris, a wound medicine company. Guilbault Capital provides investment management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm offers customized, risk-adjusted, tax-aware investment strategies using a combination of active and passive approaches across multiple asset classes, alongside discretionary and non-discretionary portfolio management and third-party manager selection.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Karla M

Series 63, Series 65

Metairie, LA

Guilbault Capital

Karla Marcello is a financial advisor at Guilbault Capital with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services and UBS Financial Services. Guilbault Capital provides investment management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, and businesses. The firm employs customized, risk-adjusted, tax-aware investment strategies using a combination of active and passive approaches across various asset classes.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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