KEVIN M. GIBNEY AND COMPANY, LLC

CRD 151879File 801-70702

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$306.9M

Below cohort median (national)

Discretionary AUM

$302.7M

Non-discretionary $4.2M

Clients

108

725 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 20, 2009
Principal office: 33 WOOD AVE SOUTH, SUITE 710, ISELIN, NJ, 08830
Phone: 908-970-9800
Website: HTTP://WWW.GIBNEYWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $306.9M
Discretionary AUM: $302.7M
Non-discretionary AUM: $4.2M
Discretionary accounts: 711
Non-discretionary accounts: 14
Total accounts: 725
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$570K
High net worth individuals	53	$289.8M
Pension and profit sharing plans	Fewer than 5	$1.4M
Individuals (other than high net worth individuals)	55	$15.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.