Samuel T. Gilbert

YOUSIF CAPITAL MANAGEMENT

Bloomfield Hills, MI 48304

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CRD#: 6522213

Professional summary

Samuel Thomas Gilbert, who also goes by Samuel Gilbert, is a registered financial advisor currently at YOUSIF CAPITAL MANAGEMENT, LLC located in Bloomfield Hills, Michigan.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel Gilbert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Thomas Gilbert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 15, 2024 - Present

YOUSIF CAPITAL MANAGEMENT, LLC

Office #1: 39533 Woodward Ave Suite 100, Bloomfield Hills, MI 48304

RIA

CRD#: 312511

Bloomfield Hills, MI

Past

August 15, 2017 - September 12, 2023

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

July 6, 2015 - June 22, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

BIRMINGHAM, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YOUSIF CAPITAL MANAGEMENT, LLC

CRD#: 312511 / SEC#: 801-120350

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/2/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2015

General Securities Representative Examination

Current Firm

YOUSIF CAPITAL MANAGEMENT, LLC

CRD#: 312511 / SEC#: 801-120350

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

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Contact information

Main Address

39533 Woodward Ave Suite 100, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 792-6634

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YOUSIF CAPITAL MANAGEMENT, LLC FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 13,980,856,258

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel T. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Thomas Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUSIF CAPITAL MANAGEMENT, LLC

VICTORY CAPITAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

YOUSIF CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/2/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2015

Current Firm

YOUSIF CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YOUSIF CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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