Gibson Capital, LLC is a large advisory firm based in Wexford. It manages $1.59 billion of regulatory assets for 872 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, California, Florida, and 14 other states.
Gibson Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gibson Capital, LLC is $1.59 billion. The firm's AUM has grown by 169% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gibson Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gibson Capital is high net worth individuals with 132 clients and $1.22 billion of assets under management. Among the 7 most similar advisory firms, Gibson Capital has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.59 billion for 185 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gibson Capital doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Roger Cass Gibson has served as the Chief Investment Officer since 1 Oct 2008 and Brenda Sue Gibson is the Chief Executive Officer of Gibson Capital, LLC family office. Demao Taylor Christine joined the executive team most recently as the Chief Operating Officer.
The principal office where Gibson Capital, LLC performs its advisory services is located at 6600 Brooktree Court, Wexford, PA 15090, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-934-3200 or by fax 724-934-3201. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at gibsoncapital.com and its LinkedIn profile.