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GIBSON CAPITAL, LLC
CRD 148836File 801-69774
APPROVED
Retail clients
Filing as of Jul 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 243 | 247 | increased by4 |
| Apr 1, 2026 | AUM | $2,622,930,742 | $3,034,031,370 | increased by$411,100,628 |
| Apr 1, 2026 | Accounts | 1,179 | 1,264 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 197 | 243 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,394,174,994 | $2,622,930,742 | increased by$228,755,748 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 966 | 1,179 | increased by213 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 187 | 197 | increased by10 |
| Apr 1, 2022 | AUM | $1,979,413,384 | $2,394,174,994 | increased by$414,761,610 |
| Apr 1, 2022 | Accounts | 922 | 966 | increased by44 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GIBSON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GIBSON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.