Gibson Capital, LLC

RIASEC RegisteredEst. 2009
Total AUM
$3B
Discretionary
$2.9B
96% of AUM
Avg account
$2.4M
Accounts
1,264
Employees
17
Advisory reps
8

Firm details

Headquarters
Wexford, Pennsylvania
CRD number
148836
Registered since
January 22, 2009
Website
www.gibsoncapital.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.91%
  • Charitable Organizations37.62%
  • Pension & Profit Sharing Plans7.72%
  • Corporations / Businesses3.25%
  • Individuals0.51%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gibson Capital, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2009. The firm serves both individual/family and institutional clients and provides financial planning plus portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include percentage-of-AUM, hourly fees, and fixed-fee engagements. Gibson Capital does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm appeared on investor.com’s “Top RIA Firms to Watch” list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 17%, Cash & Cash Equivalents 7%, Private Funds 4%, US Government Bonds 1%, State & Local Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents7%
  • Private Funds4%
  • US Government Bonds1%

Owners & executives

3 of 3
  • Christopher Sidoni

    Christopher Sidoni

    Managing Partner and Chief Investment OfficerCRD 5305334

  • Daniel Berczik

    Daniel Berczik

    Partner & Chief Compliance OfficerCRD 3182346

  • DeMao Christine

    DeMao Christine

    Managing Partner, CCO and COOCRD 6933168

Contacts

3 of 5
  • Eric Demico

    Eric Demico

    Senior Advisor, PartnerCRD 5588045

  • Chad Hileman

    Chad Hileman

    Director of Investment Research, PartnerCRD 6182739

  • Jonathan Grebosky

    Jonathan Grebosky

    AssociateCRD 8063039

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$486M in ETFs

Passive

89%

$435M

Active

9%

$51.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$273M851,60156.17%
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Location

Primary office

Wexford, PA

Allegheny

Location

Wexford, PA

Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
6600 Brooktree Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth