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Chief Operating Officer · Cap Six Advisors

Rachel H. Gilbert

CRD 6300332 · Named on Form ADV at one SEC-registered adviser

At a glance

Cap Six Advisors, an SEC-registered asset manager based in Houston, TX with $341 million in regulatory assets, lists Rachel H. Gilbert on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Cap Six AdvisorsChief Operating OfficerAsset manager · Houston, TX · $341M in regulatory assets

AtlasMembers

Rachel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.