Gibson Capital, LLC

Overview

Gibson Capital, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2009. The firm serves both affluent individuals and families as well as institutional clients, offering financial planning alongside portfolio management for individuals, small businesses, and institutions. Its fee model includes a percentage-of-AUM option along with hourly and fixed-fee arrangements, allowing flexibility for different client engagements. The adviser does not present itself as an active ESG investor and is not identified as a multi-state or pension consultant firm. Public recognition includes placement on investor.com’s "Top RIA Firms to Watch" list in 2020. Custody relationships and asset allocations indicate a traditional wealth-management posture rather than a boutique, single-strategy manager.

Assets & Accounts

Public Holdings

Investments & Alternatives