Gilbert Capital Group
Gilbert Capital Group is an SEC-registered wealth manager with $158.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Gilbert Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117268, SEC 801-120810, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $158.1M (2026-04-07)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 144
- CRD
- 117268
- Ownership
- GILBERT, CASS, AUGUSTUS; GILBERT, BEATRICE, ALPERIN
How much AUM does Gilbert Capital Group have?
Gilbert Capital Group reported $158.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Gilbert Capital Group?
Disclosed owners and executives of Gilbert Capital Group include GILBERT, CASS, AUGUSTUS, GILBERT, BEATRICE, ALPERIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.