Investment adviser · CRD 331160
GUILBAULT CAPITAL
Investment adviser filing (IA)
GUILBAULT CAPITAL LLC
METAIRIE, LA, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $304M Form ADV · Item 5.F
- Client accounts
- 654 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 108 | $287,369,381 | 94.6% |
| Individuals | 30 | $9,171,095 | 3.0% |
| Retirement plans | Fewer than 5 | $7,215,347 | 2.4% |
Filing source
Form ADV 2052434 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3850 N CAUSEWAY BLVD., SUITE 121METAIRIE, LA, 70002, United States
CRD 331160
Filing source
Form ADV 2052434 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.