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GILBERT CAPITAL GROUP
Legal name: GILBERT CAPITAL GROUP, INC.
CRD 117268File 801-120810
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$158.1M
Bottom 25% of cohort (national)
Discretionary AUM
$157.9M
Non-discretionary $209K
Clients
144
334 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 19, 2021
- Principal office
- Not reported
- Phone
- 207-657-6900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.1M
- Discretionary AUM
- $157.9M
- Non-discretionary AUM
- $209K
- Discretionary accounts
- 329
- Non-discretionary accounts
- 5
- Total accounts
- 334
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.6M |
| High net worth individuals | 33 | $102.6M |
| Individuals (other than high net worth individuals) | 106 | $51.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.