Gibson Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285077
- Registered since
- April 12, 2022
- Website
- gibsonwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.05%
- Individuals27.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Gibson Wealth Advisors, LLC is an independent, individual-owned RIA that registered with the SEC in 2022. The firm serves primarily individual and family clients and offers a mix of financial planning and portfolio management across individual, small business, and institutional/pension engagements. Fee arrangements include a percentage of AUM plus hourly and fixed-fee options. The firm does not identify as an active ESG investor. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not structured as a capital allocator; its visible asset mix emphasizes public funds and mutual funds combined with selected alternative exposure.
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 Funds76%
- Exchange Traded Equities18%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Contacts
3 of 4
Victor Williams
Financial AdvisorCRD 4219425
Raymond Cozby
AttorneyCRD 6762710
Allen Gibson
Founder & CCOCRD 2192804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$132M in ETFs
100%
$132M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $51.7M | 138,190 | 39.07% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Total Wealth Services, LLC
RIAWestlake Village, CA
Vigil Wealth Management, LLC
RIAPonte Vedra, FL
Eagle Investment Advisors
RIADowningtown, PA
Ridge Capital Management, LLC
RIAJohns Creek, GA
Hillspring Financial, Inc.
RIASurprise, AZ
Merited Wealth, LLC
RIANorth Bay Village, FL