A complete list of active advisors currently associated with Guilbault Capital
Warmer can help you find a great advisor at Guilbault Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Guilbault Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 23
| |
Metairie, LA
| 25
|
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