Guilbault Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Guilbault Capital reports 138 clients. They include 108 high-net-worth individuals and 30 individual clients. Of its assets, 55.6% ($169M across 273 accounts) are managed with discretion; $135M across 381 accounts are not. A wrap fee program the firm both sponsors and manages holds $169M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 3% |
| High-net-worth individuals | 78% | 95% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30 | $9.17M | 3.0% | $306K |
| High-net-worth individuals | 108 | $287M | 94.6% | $2.66M |
| Pension and profit-sharing plans | Fewer than 5 | $7.22M | 2.4% | — |
| Total | 138 | $304M | 100% | — |
- Clients
- 30
- Regulatory AUM
- $9.17M
- AUM share
- 3.0%
- Avg. per client
- $306K
- Clients
- 108
- Regulatory AUM
- $287M
- AUM share
- 94.6%
- Avg. per client
- $2.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.22M
- AUM share
- 2.4%
- Avg. per client
- —
Total
- Clients
- 138
- Regulatory AUM
- $304M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Guilbault Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed at a fixed or hourly rate, with fixed fees that vary by client need and can range up to $20,000.
Charles Guilbault owns 75% or more of Guilbault Capital. Charles Guilbault is CEO. It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Guilbault Capital LLC
Charles Guilbault
Control person · since March 2024
Guilbault Capital’s regulatory assets grew Infinity× from $0 (April 2024) to $304M (March 2026); employees rose from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $304M | 138 | 3 | 1 |
| Mar 2025March 2025 | $317M | 148 | 3 | 1 |
| Apr 2024April 2024 | $0 | 0 | 1 | 1 |
Besides its headquarters, Guilbault Capital has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 3850 N Causeway BLVD., Suite 121, MetairieHQ
Contact and registration details
- Legal name
- Guilbault Capital LLC
- Headquarters
- 3850 N Causeway BLVD., Suite 121, Metairie, LA 70002
- Website
- guilbaultcapital.com
- Phone
- 504-612-9250
- SEC file
- 801-130286
- Structure
- Louisiana LLC
- Fiscal year end
- December
Guilbault Capital’s named custodian for separately managed accounts is Wells Fargo Clearing Services ($304M). Guilbault Capital has custody of $22.1M for 16 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $304M100%
At year end, Guilbault Capital’s separately managed accounts were mostly in stocks (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $99.6M across 73 positions; the largest are Pacer Fds TR (8.6%), Global X Fds (6.9%) and Vaneck ETF Trust (6.7%).
What the accounts hold
- Stocks86%
- Non-exchange-traded equities48%
- Exchange-traded equities38%
- Bonds7%
- Cash6%
- Other1%
- Private funds1%
How many clients does Guilbault Capital have?
Guilbault Capital has 138 clients and manages $304 million for them, as of March 2026. They include 108 high-net-worth individuals and 30 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Guilbault Capital offer?
Guilbault Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Guilbault Capital use?
Guilbault Capital’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $304M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Guilbault Capital have?
Guilbault Capital has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Guilbault Capital invest in?
At the end of its last fiscal year, Guilbault Capital’s separately managed accounts held 48% non-exchange-traded equities, 38% exchange-traded equities, 7% U.S. government and agency bonds, 6% cash and equivalents and 1% other. The 1% other category is described as: Private Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Guilbault Capital?
Guilbault Capital’s direct owner is Charles Guilbault (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Guilbault Capital get paid?
Guilbault Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Guilbault Capital?
Guilbault Capital’s main office is at 3850 N Causeway BLVD., Suite 121, Metairie, LA 70002. Its phone number is 504-612-9250. Its website is guilbaultcapital.com.