GIBSON CAPITAL, LLC
Firm details
- Headquarters
- WEXFORD, Pennsylvania
- CRD number
- 148836
- Registered since
- January 22, 2009
- Website
- www.gibsoncapital.com
- 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
FINTRXOverview
Gibson Capital, LLC is an independent registered investment adviser that builds portfolios for high-net-worth individuals, families and institutional clients. The firm combines broad public-market exposures—primarily mutual funds and ETFs—with selective use of third‑party alternative managers to shape client outcomes. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions, with fee arrangements that include percentage‑of‑AUM, hourly and fixed fees. Gibson Capital leans toward liquid, low‑cost public funds as the core of portfolios, using large-cap and total‑market index funds for equity exposure while overlaying targeted strategies where appropriate. The firm was named a Top RIA Firm to Watch by investor.com in 2020, and it does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities17%
- Cash & Cash Equivalents7%
- Private Funds4%
- US Government Bonds1%
Owners & executives
3 of 3CHRISTOPHER SIDONI
Managing Partner and Chief Investment OfficerCRD 5305334
DANIEL BERCZIK
Partner & Chief Compliance OfficerCRD 3182346
DeMao Christine
Managing Partner, CCO and COOCRD 6933168
Contacts
3 of 5ERIC DEMICO
Senior Advisor, PartnerCRD 5588045
CHAD HILEMAN
Director of Investment Research, PartnerCRD 6182739
Jonathan Grebosky
AssociateCRD 8063039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$486M in ETFs
89%
$435M
9%
$51.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $273M | 851,601 | 56.17% |
Location
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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