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
1-4 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 investment management and portfolio advisory services to individuals, families, personal retirement plans, trusts, charitable organizations, and corporate investment accounts. The firm manages approximately $158 million for about 139 client accounts and works only with clients with whom it has a direct advisory relationship; it does not participate in wrap fee programs.
The firm’s investment process combines fundamental analysis with quantitative research and emphasizes active management, diversification across equity and fixed‑income holdings, and use of no‑load mutual funds and exchange‑traded funds to respond to market rotation. Portfolios are constructed to reflect each client’s liquidity needs, tax status, income requirements, and stated preferences, and the firm typically manages accounts on a discretionary basis with custody provided through a national custodian.
Notably, the firm operates as a solo advisory practice with a single, CFA‑chartered principal responsible for portfolio decisions and trade execution, a structure that is less common among supported firms. It is an independent, unaffiliated advisory firm with a long operating history, provides formal proxy‑voting and reporting practices, and applies different (reduced) fee arrangements for certain nonprofit or charitable clients rather than performance‑based compensation.
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: Quarterly fees based on percentage of AUM, no commissions or other fee types 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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