Gibson Capital
RIAState Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$157K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338507
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals64.33%
- HNWI35.67%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gibson Capital LLC is an independent, Colorado-registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee basis and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It maintains an affiliation with an insurance company, does not position itself as an ESG investor, and is not set up as a multi-state or pension consulting adviser.
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 Equities89%
- Public Funds/Mutual Funds5%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Onward Advisors LLC
RIAPasadena, CA
AUM $2.5MTEAM 5REPS 5
Greenfield Financial Services, LLC
RIAAUM $2.5MTEAM 1REPS 1
JRM Capital Management Inc.
RIAAUM $2.5MTEAM 1REPS 2
Inexco Advisors LLC
RIAAUM $2.5MTEAM 3REPS 3
Differential Planning LLC
RIAAUM $2.5MTEAM 1REPS 1
Total Financial Planning, LLC
RIAAUM $2.5MTEAM 1REPS 1