Gibson Capital, LLC (Wexford)

Name: Gibson Capital, LLC
Address: 6600 Brooktree Court, Wexford, PA, 15090
Telephone: 724-934-3200

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.

Gibson Capital: assets under management

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 firm manages $1.5 billion in discretionary accounts and $89.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.47 million.

Investments

The firm invests in investment and business development companies the most. They account for 74% of the total AUM. The second-largest asset type is exchange traded securities, which make up 12% of the firm’s portfolio. Investments in state and local bonds form 6% of the total invested assets.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gibson Capital serves?

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.

Careers at Gibson Capital, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gibson Capital Management Ltd	Member	1 Oct 2008	75% - 100%	25-1604127
Brenda Sue Gibson	Chief executive officer	1 Oct 2008	Other	4335690
Roger Cass Gibson	Member of management committee/chief investment officer	1 Oct 2008	Other	845833
Keith Russell Goldner	Senior advisor	1 Sep 2013	Other	1637223
Daniel George Berczik	Chief compliance officer	1 Sep 2014	Other	3182346
Roger Cass Gibson	Co-chairman	1 Jan 2016	Other	845833
Christopher Jon Sidoni	Chief investment officer	1 Jan 2016	Other	5305334
Demao Taylor Christine	Chief operating officer	1 May 2017	Other	6933168
Chad Everett Hileman	Director of investment research	1 May 2017	Other	6182739

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Roger Cass Gibson	Vice president	1 Jun 1989	50% - 75%	845833
Brenda Sue Gibson	Chief executive officer/chief compliance officer	1 Jan 1999	25% - 50%	4335690
Brenda Sue Gibson	Chief executive officer	1 Jan 2014	50% - 75%	4335690

Based in Wexford

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.