KEVIN M. GIBNEY AND COMPANY, LLC

Overview

Kevin M. Gibney And Company, LLC is an independent registered investment adviser that serves individual and family clients. The firm operates on a fee basis—charging percentage-of-AUM and fixed fees—and provides core advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The ADV identifies the firm as a capital allocator, which signals that it constructs portfolios both with in‑house management and by directing assets to external managers when appropriate. The firm does not identify as an active ESG investor. Service delivery is focused on discretionary portfolio management (the vast majority of its AUM), with offerings geared toward higher‑net‑worth households given average client balances. The firm custodies assets primarily at major custodians, which it leverages for execution, reporting and client account infrastructure.

Assets & Accounts

Investments & Alternatives

Location & Offices