Gibbens Capital Management
RIAState Registered
Total AUM
$15.6M
Discretionary
$15.6M
100% of AUM
Avg account
$1.3M
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336649
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gibbens Capital Management is an independent, Oklahoma-registered limited liability advisory firm owned by an individual principal and focused on serving individual and family clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, fixed fees and other arrangements. It does not position itself as an ESG investor and appears to operate primarily within its home state rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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