Gibco Capital Advisors

RIAState RegisteredEst. 2022
Total AUM
$86.8M
Discretionary
$85.1M
98% of AUM
Avg account
$124K
Accounts
700
Employees
4
Advisory reps
3

Firm details

Headquarters
Clinton, Oklahoma
CRD number
319407
Registered since
April 18, 2022
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.03%
  • Individuals27.62%
  • Corporations / Businesses3.58%
  • Charitable Organizations0.76%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Gibco Capital Advisors is an independent, limited liability advisory firm that works with both individual/family clients and institutional entities. Ownership is split between a domestic entity and an individual. The firm charges client fees as a percentage of assets under management and also uses fixed-fee arrangements for some engagements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm identifies as newly formed and does not act as a capital allocator. It does not position itself as an active ESG investor. Gibco is registered to do business in Kansas, Louisiana and Oklahoma.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, US Government Bonds 17%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • US Government Bonds17%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Jason Giblet

    Jason Giblet

    Chief Executive Officer & Chief Investment OfficerCRD 3226319

  • Arleth Cifuentes

    Arleth Cifuentes

    Chief Operating OfficerCRD 6342975

Contacts

1 of 1
  • Makena Minton

    Makena Minton

    Area Vice PresidentCRD 7859370

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Clinton, OK

Custer

Location

Clinton, OK

Headquartered in Clinton, OK, in the South of the United States.

Region
South
County
Custer
Address
112 S 7th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth