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- Custodian
- Capital Group · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HarborVector signal
- Established Date
- 10-01-1998
- Office Locations
- 1
Office Locations
About Gilbert Capital Group
Gilbert Capital Group is a North Yarmouth, Maine–based advisory firm (est. 1998) helping clients pursue growth, income, and peace of mind through portfolio construction and asset allocation. Portfolios are primarily built with public funds and ETFs, complemented by fixed income including municipal and U.S. government/agency bonds. Serves both retail and institutional relationships and typically custodies via Fidelity/NFS.
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Owner & Executives
BEATRICE ALPERIN GILBERT
TREASURER, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
CASS AUGUSTUS GILBERT MR.
President, Vice President
- CRD
- #705088
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,935,848 | $480,048 |
| Non-Discretionary | $209,356 | $41,871 |
| Total | $158,145,204 | $473,489 |
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Separately Managed Accounts
Total SMA Asset: $158,145,204
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,512,948,085 | 27.3% |
| Equity - Exchange | $986,464,319 | 17.8% |
| Municipal Bonds | $1,734,625,461 | 31.3% |
| U.S. Government/Agency | $1,307,896,514 | 23.6% |
| Total | $5,541,934,379 | 100.0% |