Gibson Capital, LLC

RIASEC Registered
Total AUM
$3B
Discretionary
$2.9B
96% of AUM
Avg account
$2.4M
Accounts
1,264
Employees
16
Advisory reps
9

Firm details

Headquarters
Wexford, Pennsylvania
CRD number
148836
Registered since
January 22, 2009
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 17%, Cash & Cash Equivalents 7%, Private Funds 4%, US Government Bonds 1%, State & Local Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents7%
  • Private Funds4%
  • US Government Bonds1%

Owners & executives

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Contacts

FINTRX

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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ETF holdings

1 of 51

Active vs passive

$551M in ETFs

Passive

90%

$498M

Active

8%

$53.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$318M849,08957.67%

Location

Primary office

Wexford, PA

Allegheny

Location

Wexford, PA

Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
6600 Brooktree Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth