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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- RidgePeak foundation
- Established Date
- 05-17-2024
- Office Locations
- 1
Office Locations
About Guilbault Capital
Guilbault Capital is a Metairie, LA holistic wealth management practice led by CFP® Charles V. Guilbault, Jr., providing strategic financial planning, multi-generational and estate planning, retirement planning, and portfolio management. Portfolios are ETF- and equity-oriented with some government/agency bonds. Clients access accounts through a Wells Fargo Clearing Services portal; Guilbault is a Forbes Best-In-State Wealth Advisor (2021-2024).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES VOGTS GUILBAULT JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4630365
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KARLA PINEDA MARCELLO
Relationship Manager
- CRD
- #3251168
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,753,775 | $618,146 |
| Non-Discretionary | $135,002,048 | $354,336 |
| Total | $303,755,823 | $464,458 |
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Separately Managed Accounts
Total SMA Asset: $303,755,823
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,582,603,547 | 21.6% |
| Equity - Exchange | $1,260,221,343 | 17.2% |
| U.S. Government/Agency | $2,029,542,512 | 27.7% |
| Cash | $1,773,102,122 | 24.2% |
| Other | $681,398,750 | 9.3% |
| Total | $7,326,868,274 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN VITAL PRIME | BRIDGE OAK | NRWFS0N5F | EZNGP | 2.52% | $91,615,675 |
| OAK DELTA | MOMENTUM ATLAS | P5GZFVXA9 | RSW | 10.47% | $30,000,381 |
| TIMBER HARBOR | GLACIER GLACIER | 3N028IWFG | NXL | 10.47% | $106,940,172 |
| VECTOR ELEMENT LEGACY | SUMMIT MERIDIAN | 4PGFBT065 | NBA | 4.70% | $53,942,466 |
| PEAK BRIDGE | DELTA RIDGE | TICVUWT2U | REBK | 6.73% | $35,882,664 |
| NORTH ZENITH CAPITAL | FUSION DELTA | AFEANAM4V | JYYHM | 4.85% | $42,242,928 |
| UNISON DELTA DELTA | GLACIER FRONTIER | M04N5B2Q5 | FWO | 6.50% | $112,199,393 |
| FOCUS CAPITAL INSIGHT | ZENITH PRIME | 7LE4H1GVY | IIMB | 6.30% | $71,717,138 |