Gibbens Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 336649
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gibbens Capital Management is a small independent registered investment adviser focused on discretionary portfolio management and financial planning for individual and family clients, including small-business owners. The firm’s stated orientation is equity-first: its portfolios emphasize exchange-traded equities as the primary vehicle for capturing market exposure. Advisory services are delivered under both percentage-of-AUM and fixed-fee arrangements, with the firm listing other fee structures as well. Gibbens Capital Management does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Portfolio management is directed toward individualized accounts rather than pooled funds or third-party capital allocation. The firm’s activity profile shows hands-on management of a small number of high-balance client relationships, with the manager using liquid, tradable instruments to implement strategies and meet planning objectives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Marcus Gibbens
President and CIOCRD 6716481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Focus Asset Management LLC
RIANew York, NY