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GIBSON CAPITAL, LLC
CRD 148836 · SEC 801-69774
6600 BROOKTREE COURT, SUITE 2200, WEXFORD, PA, 15090, United States
Phone
724-934-3200
Fax
724-934-3201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.03B
Discretionary AUM
$2.90B
Team
17 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $15.4M |
| High net worth individuals | 175 | $1.54B |
| Pension/profit sharing plans | 9 | $234.1M |
| Charitable organizations | 10 | $1.14B |
| Corporations/business entities | 6 | $98.6M |
States served
VT, AL, AZ, CA, GA, ME, MA, MT, NV, NY, OH, OR, PA, TN, UT, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD