SourcingSourcing

GUILBAULT CAPITAL LLC

B53
CRD 331160·SEC 801-130286·METAIRIE, LA
AUM
$303.8M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$911K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GUILBAULT CAPITAL LLC
CRD
331160
SEC file #
801-130286
EIN
992349940
DBA names
Guilbault Capital

Economics

AUM
$303.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$317.4M → $303.8M▼ -4%
Client mix
Individuals High Net Worth108
Individuals Other30

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
METAIRIE LA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
guilbaultcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUILBAULT, CHARLES, VOGTS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GUILBAULT, CHARLES, VOGTS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GUILBAULTCAPITAL.COM
Rdap Domain Creation Date
2024-03-28T10:41:12Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002134737
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-05-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002134737-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2525
Soi Zip Pct 200k Plus
0.1061
Soi Zip Returns 200k Plus
950
Soi Zip Total AGI
930,897
Fdic Zip Total Deposits
49,136,439,000
Fdic Zip Branch Count
583
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Capital One, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Wells Fargo6
E*trade4
Edgar Addresses
Mailing
3850 N. CAUSEWAY BLVD STE 121METAIRIE, LA 70002
Business
3850 N. CAUSEWAY BLVD STE 121METAIRIE, LA 70002
Edgar EIN
992349940
Edgar Recent Filings
13F-HR2026-05-14 · 0002134737-26-000002
13F-HR2026-05-14 · 0002134737-26-000001
Fdic Zip Branches Raw
Metairie Bank & Trust CompanyMetairie, LA
Bank of LouisianaMetairie, LA
Fdic Zip HHI
643.6
Fdic Zip Top Bank Share Pct
15.97
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-28T10:41:12Z
Rdap Domain Last Changed
2026-03-29T17:51:19Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,967
Returns2,960
Stub 2
AGI68,475
Returns1,900
Stub 3
AGI72,489
Returns1,190
Soi Zip Total Business Income
35,774
Soi Zip Total Cap Gains
78,654
Soi Zip Total Dividends
42,968
Soi Zip Total Returns
8,950
Top Owner CRD
4630365
Trust Company Affiliate
No

People (2)

2
GUILBAULT, CHARLES, VOGTS
IAR · Direct Owner · 87.5%
4630365
KARLA PINEDA MARCELLO
IAR
3251168