GIBSON CAPITAL, LLC
SEC RegisteredCustomized Wealth Management
About the firm
Gibson Capital is a wealth management firm that has been trusted by discerning investors since 1989. The firm advises a limited number of clients to deliver highly personal and attentive service, and pledges to provide truly objective financial advice in writing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management with a customized investment strategy, and financial planning at the intersections of income tax, cash flow planning, philanthropy, insurance and benefits, and estate planning.
Who they serve
Multi-generational families, women in transition, new and future retirees, young executives, and successful business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $15M |
| High Net Worth Individuals | 175 | $1.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 9 | $234M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $4,000,000 | 0.70% |
| Next $4,000,000 | 0.50% |
| Next $4,000,000 | 0.30% |
| Excess over $12,000,000 | 0.20% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. GIBSON CAPITAL, LLC 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 the SEC or FINRA websites before making any decision.