Guilbault Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services, up to $20,000
$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
Hourly rates for financial planning and consulting services (specific rates not stated)
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
3850 N Causeway Blvd., Suite 121
Metairie LA 70002
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Guilbault Capital · Guilbault Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)