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GIBSON CAPITAL, LLC
CRD 148836File 801-69774
APPROVED
Retail clients
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.03B
Top 25% of cohort (national)
Discretionary AUM
$2.90B
Non-discretionary $129.4M
Clients
247
1,264 accounts
Employees
16
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 22, 2009
- Principal office
- 6600 BROOKTREE COURT, SUITE 2200, WEXFORD, PA, 15090
- Phone
- 724-934-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.03B
- Discretionary AUM
- $2.90B
- Non-discretionary AUM
- $129.4M
- Discretionary accounts
- 1,253
- Non-discretionary accounts
- 11
- Total accounts
- 1,264
- AUM per client
- $12.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $98.6M |
| Charitable organizations | 10 | $1.14B |
| High net worth individuals | 175 | $1.54B |
| Pension and profit sharing plans | 9 | $234.1M |
| Individuals (other than high net worth individuals) | 47 | $15.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.