Wealth manager, independent · Wexford, PA
Gibson Capital, LLC
SEC-registered investment adviser · CRD 148836 · SEC 801-69774
At a glance
Gibson Capital, LLC is an SEC-registered investment adviser based in Wexford, Pennsylvania, with $3.0B in regulatory assets under management as of its Form ADV filed July 31, 2026. It reports 222 individual clients, 175 of them high-net-worth, holding an average of about $7.0 million each, and 16 employees. That ranks it 354th among the nation’s 5,657 independent wealth management RIAs and 26th of 260 in Pennsylvania. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 724-934-3200gibsoncapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.0B
- Rank among independent wealth managers
- #354 of 5,657
- Rank among all SEC RIAs
- #2,809 of 17,210
- Rank in Pennsylvania
- #26 of 260
- Individual clients
- 222
- High-net-worth clients
- 175
- Accounts
- 1,264
- Discretionary
- 96% of AUM
- Employees
- 16
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Roger C. GibsonFounding Partner
- Daniel G. BerczikChief Compliance Officer
- Blake W. CurleAdvisor
- Christopher J. SidoniChief Investment Officer
- DeMao T. ChristineChief Operating Officer
- Chad E. HilemanDirector of Investment Research
- Eric L. DemicoSenior Advisor
- Brian R. FranklinDirector of Client Service
Custody and brokerage
Broker-dealer
No broker-dealer ties
Gibson Capital, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 175 | $1.5B | 51% |
| Charitable organizations | 10 | $1.1B | 38% |
| Pension and profit sharing plans | 9 | $234M | 8% |
| Corporations or other businesses | 6 | $99M | 3% |
| Individuals | 47 | $15M | <1% |
Disciplinary disclosures
Gibson Capital, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗gibsoncapital.com ↗
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The full record on Gibson Capital, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,353 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Blbb AdvisorsMontgomeryville | $3.3B | 1,520 |
| Roffman Miller Associates IncPhiladelphia | $3.2B | 1,598 |
| Girard Advisory Services, LLCKing of Prussia | $3.2B | 2,350 |
| Elm WealthPhiladelphia | $3.0B | 644 |
| Vicus Capital, Inc.State College | $3.0B | 6,170 |
| Rockwood Wealth Management, LLCNew Hope | $2.9B | 918 |
Background
Questions
How much does Gibson Capital, LLC manage?
Gibson Capital, LLC reports $3.0B in regulatory assets under management across 1,264 accounts, 96% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
How many clients does Gibson Capital, LLC have?
It reports 222 individual clients: 175 high-net-worth individuals and 47 other individuals. Individuals account for about 51% of its regulatory assets.
Where is Gibson Capital, LLC headquartered?
Its main office is in Wexford, Pennsylvania. It reports 1 office in total and 16 employees, 7 of whom perform investment advisory functions.
How does Gibson Capital, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Gibson Capital, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 31, 2026, it reports these amounts held: Fidelity ($2.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Gibson Capital, LLC a hybrid RIA with a broker-dealer?
Gibson Capital, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Gibson Capital, LLC a fiduciary?
As an SEC-registered investment adviser, Gibson Capital, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Gibson Capital, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →