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GILBERT CAPITAL GROUP

· CRD 117268 · IAPD ↗ · 207-657-6900

$158.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2025 — GILBERT CAPITAL GROUP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — GILBERT CAPITAL GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.