Steven R Gibson
Investment Adviser Representative at Portfolio Medics, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven R. Gibson is an investment adviser representative with Portfolio Medics, LLC in Littleton, CO, where they have been registered since 2022, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, California, Colorado, Louisiana, Nevada, New Hampshire, Texas, and Utah.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Louisiana, Nevada, New Hampshire, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aegis FinancialOct 2014 – Jan 2026McLean, VA
- Gibson Capital LLCJan 2022 – Jul 2026Lakewood, CO
- Portfolio MedicsMay 2022 – no end date reportedBonita Springs, FL
- Alpha Innovators LLC dba Gibson CapitalSep 2025 – no end date reportedLittleton, CO
- Gibson Retirement Planners, LLC fka Gibson Capital LLCNov 2021 – no end date reportedLakewood, CO
- Agentic Retirement ConsultantsJan 2026 – no end date reportedLakewood, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Portfolio Medics, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $150,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 84
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Bonita Springs, FL
- SEC file number:
- 801-113846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Portfolio Medics, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven R Gibson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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