GIBCO CAPITAL ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$86.8M
Discretionary
$85.1M
98% of AUM
Avg account
$124K
Accounts
700
Employees
4
Advisory reps
3

Firm details

Headquarters
CLINTON, Oklahoma
CRD number
319407
Registered since
April 18, 2022
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.03%
  • Individuals27.62%
  • Corporations / Businesses3.58%
  • Charitable Organizations0.76%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Gibco Capital Advisors is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company. The firm serves a mix of individual and family clients along with some institutional accounts, delivering financial planning, discretionary portfolio management, non‑discretionary portfolio management and pension consulting services. Fee arrangements combine percentage‑of‑AUM billing with fixed fees, and the firm is not positioned as a capital allocator. Investment activity shows a clear tilt toward pooled public funds: mutual funds and similar public vehicles represent the single largest category of assets under management. At the same time, the firm supplements core public fund holdings with alternative exposures — specifically allocations to real estate strategies and digital currency — and uses annuities in client portfolios where appropriate. Gibco runs mostly discretionary mandates, indicating it prefers to implement model or client‑specific strategies on an ongoing basis rather than acting only in an advisory or advisory‑only role.

Assets & Accounts

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 66%, US Government Bonds 17%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • US Government Bonds17%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Jason Giblet

    Chief Executive Officer & Chief Investment OfficerCRD 3226319

  • ARLETH CIFUENTES

    Chief Operating OfficerCRD 6342975

Contacts

1 of 1
  • Makena Minton

    Area Vice PresidentCRD 7859370

Wealth teams

FINTRX

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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Location

Primary office

CLINTON, OK

CUSTER

Location

CLINTON, OK

Headquartered in CLINTON, OK, in the South of the United States.

Region
South
County
CUSTER
Address
112 S 7th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth