← Back to searchVisit website
GILBERT CAPITAL GROUP
GILBERT CAPITAL GROUP, INC.
CRD 117268 · SEC 801-120810
VT, United States
Phone
207-657-6900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.1M
Discretionary AUM
$157.9M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $51.9M |
| High net worth individuals | 33 | $102.6M |
| Corporations/business entities | 5 | $3.6M |
States served
VT, CO, ME, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD