GILBERT CAPITAL GROUP, INC.
DBA: GILBERT CAPITAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $158.1M |
| Discretionary | $157.9M100% of AUM |
| Non-Discretionary | $209K |
| Client Accounts | 334 |
| Avg Account Size | $473K |
| Employees | 3 |
| Peak AUM | $158.1MJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | +13.1% | +10.1% | +5.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $158.1M |
| Discretionary | $157.9M |
| Employees | 3 |
| Client Accounts | 334 |
Contact & Location
Phone
207-657-6900
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$158M
99.9% of AUM
Non-Discretionary
$209,356
0.1% of AUM
Disc. mix ▲ 2.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported