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GILBERT FINANCIAL, LLC
CRD 130337File 801-77806
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.8M
Bottom 25% of cohort (national)
Discretionary AUM
$90.0M
Non-discretionary $19.8M
Clients
152
152 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 11, 2013
- Principal office
- 25 NORTON STREET, HONEOYE FALLS, NY, 14472
- Phone
- 585-241-3150
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.8M
- Discretionary AUM
- $90.0M
- Non-discretionary AUM
- $19.8M
- Discretionary accounts
- 95
- Non-discretionary accounts
- 57
- Total accounts
- 152
- AUM per client
- $722K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $85.2M |
| Individuals (other than high net worth individuals) | 68 | $24.6M |
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.