Gibson Capital, LLC

RIASEC Registered

Total AUM

$3B

Discretionary

$2.9B

96% of AUM

Avg account

$2.4M

Accounts

1,264

Employees

Advisory reps

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 registered investment adviser that has been SEC-registered since 2009. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management for individuals, small businesses, and institutions. Its ownership is listed as a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Gibson Capital does not flag itself as an active ESG investor, and it is not identified as a multi-state or related adviser nor as a pension consultant or capital allocator. Investor.com named the firm a Top RIA Firm to Watch in 2020.