# Gilbert Capital Group

> Gilbert Capital Group is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 117268
- Filed as: GILBERT CAPITAL GROUP
- Legal name: Gilbert Capital Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117268
- AdvisorCensus page: https://advisorcensus.com/firm/gilbert-capital-group-117268

## Quick answers

**How is Gilbert Capital Group compensated?**
On its Form ADV (Item 5.E, October 2026), Gilbert Capital Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Gilbert Capital Group charge?**
Its Form ADV Part 2A brochure dated April 7, 2026 states: Up to $500,000: 1.25% a year; $500,000 to $1,000,000: 1% a year; $1,000,000 to $3,000,000: 0.75% a year; Above $3,000,000: 0.35% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Gilbert Capital Group registered with the SEC or a state?**
Gilbert Capital Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 117268.

**How much does Gilbert Capital Group manage?**
Gilbert Capital Group reports $158,145,204 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have Gilbert Capital Group's assets and staff changed since 2021?**
In the Form ADV data for Gilbert Capital Group: Regulatory assets under management: $120,590,360 in the October 2021 data and $158,145,204 in the October 2026 data, up 31%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gilbert Capital Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (33); corporations or other businesses not listed above (5).

**Which custodians does Gilbert Capital Group use?**
Gilbert Capital Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Gilbert Capital Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117268

**Does Gilbert Capital Group state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "There is not a minimum balance required to open an account with Gilbert Capital Group."

**What changed in Gilbert Capital Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $139,861,624 to $158,145,204 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Up to $500,000: 1.25% a year
- $500,000 to $1,000,000: 1% a year
- $1,000,000 to $3,000,000: 0.75% a year
- Above $3,000,000: 0.35% a year

> Fees for investment management services are charged quarterly, in advance, based upon assets under management, at the following rates: Assets On the first $500,000 Annual Rate 1.25% On the next $500,000 1.00% On the next $2,000,000 0.75% On amounts over $3,000,000 0.35%

> Fees may be negotiated to meet individual circumstances.

- Account minimum: None

> There is not a minimum balance required to open an account with Gilbert Capital Group.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $158,145,204
- Discretionary: $157,935,848
- Non-discretionary: $209,356

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $51,925,321 |
| High net worth individuals | 33 | $102,604,205 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,615,678 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, MA, ME, NH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gilbertcapitalgroup.com
- Facebook @BEATRICE.GILBERT
- Facebook @CASSAGILBERT
- LinkedIn @CASSAGILBERT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,590,360 | 3 | May 27, 2021 |
| October 2022 | $137,509,617 | 3 | February 19, 2022 |
| October 2023 | $116,626,674 | 3 | February 10, 2023 |
| October 2024 | $132,395,214 | 3 | March 5, 2024 |
| October 2025 | $139,861,624 | 3 | January 24, 2025 |
| October 2026 | $158,145,204 | 3 | April 7, 2026 |

Regulatory assets under management: $120,590,360 in the October 2021 data and $158,145,204 in the October 2026 data, up 31%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $139,861,624 to $158,145,204 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilbert Capital Group (CRD 117268): Form ADV filing data as of October 2026.