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
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 registered investment adviser that builds portfolios for high-net-worth individuals, families and institutional clients. The firm combines broad public-market exposures—primarily mutual funds and ETFs—with selective use of third‑party alternative managers to shape client outcomes. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions, with fee arrangements that include percentage‑of‑AUM, hourly and fixed fees. Gibson Capital leans toward liquid, low‑cost public funds as the core of portfolios, using large-cap and total‑market index funds for equity exposure while overlaying targeted strategies where appropriate. The firm was named a Top RIA Firm to Watch by investor.com in 2020, and it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 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

    Managing Partner and Chief Investment OfficerCRD 5305334

  • DANIEL BERCZIK

    Partner & Chief Compliance OfficerCRD 3182346

  • DeMao Christine

    Managing Partner, CCO and COOCRD 6933168

Contacts

3 of 5
  • ERIC DEMICO

    Senior Advisor, PartnerCRD 5588045

  • CHAD HILEMAN

    Director of Investment Research, PartnerCRD 6182739

  • Jonathan Grebosky

    AssociateCRD 8063039

Unlock 2 more contacts

Wealth teams

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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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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%

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