# Guilbault Capital

> Guilbault Capital is an SEC-registered investment advisory firm in Metairie, LA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 331160
- Filed as: GUILBAULT CAPITAL
- Legal name: Guilbault Capital LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Metairie, LA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331160
- AdvisorCensus page: https://advisorcensus.com/firm/guilbault-capital-metairie-la-331160

## Quick answers

**How is Guilbault Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Guilbault Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Guilbault Capital charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: up to $20,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Guilbault Capital located?**
Guilbault Capital's principal office is in Metairie, LA, according to its Form ADV.

**Is Guilbault Capital registered with the SEC or a state?**
Guilbault Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331160.

**How much does Guilbault Capital manage?**
Guilbault Capital reports $303,755,823 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (56% discretionary).

**How have Guilbault Capital's assets and staff changed since 2024?**
In the Form ADV data for Guilbault Capital: Regulatory assets under management: $312,971,577 in the October 2024 data and $303,755,823 in the October 2026 data, down 3%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Guilbault Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (108); individuals (other than high net worth individuals) (30).

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

**Does Guilbault Capital 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/331160

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Flat fee: up to $20,000 (financial planning and consulting services)

> Fees for financial planning and consulting services are billed at a fixed or hourly rate and are billed in advance. Our fixed financial planning and consulting fees vary based on the client’s specific needs and can range up to $20,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing 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: $303,755,823
- Discretionary: $168,753,775
- Non-discretionary: $135,002,048

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $9,171,095 |
| High net worth individuals | 108 | $287,369,381 |
| 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 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,215,347 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guilbaultcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $312,971,577 | 3 | September 12, 2024 |
| October 2025 | $317,424,349 | 3 | March 17, 2025 |
| October 2026 | $303,755,823 | 3 | March 12, 2026 |

Regulatory assets under management: $312,971,577 in the October 2024 data and $303,755,823 in the October 2026 data, down 3%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guilbault Capital (CRD 331160): Form ADV filing data as of October 2026.