Gibbens Capital Management
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 a small independent registered investment adviser focused on discretionary portfolio management and financial planning for individual and family clients, including small-business owners. The firm’s stated orientation is equity-first: its portfolios emphasize exchange-traded equities as the primary vehicle for capturing market exposure. Advisory services are delivered under both percentage-of-AUM and fixed-fee arrangements, with the firm listing other fee structures as well. Gibbens Capital Management does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Portfolio management is directed toward individualized accounts rather than pooled funds or third-party capital allocation. The firm’s activity profile shows hands-on management of a small number of high-balance client relationships, with the manager using liquid, tradable instruments to implement strategies and meet planning objectives.
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
1 of 1
Marcus Gibbens
President and CIOCRD 6716481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Rockridge Money Management LLC
RIADublin Wealth Management, Inc.
RIAEcapital Advisors, Inc.
RIAPeak Financial Partners, LLC
RIAJMN Investment Management LLC
RIAAdvisors Trust Planning And Investment Company
RIANaples, FL