{"url":"https://nivawealth.com/firms/gibbs-wealth-management-281621","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281621","regulatoryAum":1064821925,"crd":"281621","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1370270","suffix":"JR","lastName":"ADLER","firstName":"FREDERICK","middleName":"HOWARD"},{"crd":"7084730","suffix":null,"lastName":"Allen","firstName":"Cory","middleName":"Stewart"},{"crd":"8041006","suffix":null,"lastName":"ALLEN","firstName":"EVAN","middleName":"ROBERT"},{"crd":"7631550","suffix":null,"lastName":"ALLEN","firstName":"ROBERT","middleName":"ARTHUR"},{"crd":"7965155","suffix":null,"lastName":"Allen","firstName":"Tovey","middleName":"Jay"},{"crd":"5851629","suffix":null,"lastName":"BABCOCK","firstName":"GREGORY","middleName":"MILES"},{"crd":"7289385","suffix":null,"lastName":"Babin","firstName":"Emile","middleName":"Joachim"},{"crd":"7285769","suffix":null,"lastName":"Baldwin","firstName":"Stephen","middleName":"Schoen"},{"crd":"4483368","suffix":null,"lastName":"BARNETT","firstName":"KURTIS","middleName":"WESLEY"},{"crd":"7784601","suffix":null,"lastName":"BAUMAN","firstName":"RYAN","middleName":"MELAY"},{"crd":"3247177","suffix":null,"lastName":"BRUMFIELD","firstName":"LISA","middleName":"GAIL"},{"crd":"7797843","suffix":null,"lastName":"BRUMMANS","firstName":"RYAN","middleName":"JOHN"},{"crd":"7891023","suffix":null,"lastName":"CAMPBELL","firstName":"ROCKY","middleName":"LEE"},{"crd":"8216760","suffix":null,"lastName":"Castle","firstName":"Jessica","middleName":"M"},{"crd":"8112255","suffix":null,"lastName":"Cervone","firstName":"Anthony","middleName":"James Nichlos"},{"crd":"5070195","suffix":"JR","lastName":"CLANCY","firstName":"DOUGLAS","middleName":"A"},{"crd":"7910648","suffix":null,"lastName":"Colangelo","firstName":"Keegan","middleName":null},{"crd":"8092945","suffix":null,"lastName":"Deutsch","firstName":"Mary","middleName":"Tabitha"},{"crd":"1956042","suffix":null,"lastName":"DIETZ","firstName":"JESSE","middleName":"LOGAN"},{"crd":"5483835","suffix":null,"lastName":"DOTSON","firstName":"PETER","middleName":"WILLIAM"},{"crd":"5984115","suffix":null,"lastName":"DUNCHEON","firstName":"NICHOLAS","middleName":"ANTHONY"},{"crd":"8015420","suffix":null,"lastName":"Favors","firstName":"Jackson","middleName":"Nathaniel"},{"crd":"6165490","suffix":null,"lastName":"Ferrier-Yarde","firstName":"Cherisse","middleName":"Juliana"},{"crd":"3126187","suffix":null,"lastName":"GIBBS","firstName":"EDWARD","middleName":"BYRON"},{"crd":"7987456","suffix":null,"lastName":"GIRARD","firstName":"JEFFREY","middleName":"DALE"},{"crd":"6523992","suffix":null,"lastName":"GRADY","firstName":"BRENDAN","middleName":"VINCENT"},{"crd":"5741946","suffix":null,"lastName":"GRIMES","firstName":"DUSTIN","middleName":"PATRICK"},{"crd":"7882228","suffix":null,"lastName":"HAYES","firstName":"CHYENNE","middleName":"RENEE"},{"crd":"7788305","suffix":null,"lastName":"HOLLAND","firstName":"STEVEN","middleName":"WILLIAM"},{"crd":"6582313","suffix":null,"lastName":"JACOBS","firstName":"BRECK","middleName":null},{"crd":"5677868","suffix":null,"lastName":"KAGAN","firstName":"ANDREW","middleName":"ROSS"},{"crd":"1922244","suffix":null,"lastName":"KATZ","firstName":"STEVEN","middleName":"JAMES"},{"crd":"7237836","suffix":null,"lastName":"Knepp","firstName":"Jon-Jon","middleName":null},{"crd":"4776424","suffix":null,"lastName":"LARSON","firstName":"ARIKA","middleName":"L"},{"crd":"1144451","suffix":null,"lastName":"LAVELY","firstName":"SALVATORE","middleName":"ANTONIO"},{"crd":"1752868","suffix":null,"lastName":"LEE","firstName":"MICHAEL","middleName":"ALLEN"},{"crd":"7978536","suffix":null,"lastName":"LEGG","firstName":"DERICK","middleName":"O'NIEL"},{"crd":"5762717","suffix":"JR.","lastName":"LITTERAL","firstName":"RONALD","middleName":null},{"crd":"8159847","suffix":null,"lastName":"Loyhayem","firstName":"Jonathan","middleName":null},{"crd":"2560934","suffix":null,"lastName":"MCGILVERY","firstName":"JASON","middleName":null},{"crd":"2796881","suffix":null,"lastName":"MESSINA","firstName":"DOMINICK","middleName":"ANTHONY"},{"crd":"5403242","suffix":null,"lastName":"MESSINA","firstName":"ROBERT","middleName":"STEVEN"},{"crd":"5338340","suffix":null,"lastName":"MITCHELL","firstName":"DUSTIN","middleName":"BRANDT"},{"crd":"5727646","suffix":null,"lastName":"MONTENEGRO","firstName":"ANTHONY","middleName":"MICHAEL"},{"crd":"6982579","suffix":null,"lastName":"MOWERY","firstName":"DANIEL","middleName":"ROY"},{"crd":"6272168","suffix":null,"lastName":"MOYER","firstName":"THEODORE","middleName":"M"},{"crd":"5652696","suffix":null,"lastName":"Mundt","firstName":"Justin","middleName":"Duane"},{"crd":"6320250","suffix":"II","lastName":"MURRAY","firstName":"MCGARRY","middleName":"P"},{"crd":"4787719","suffix":"JR","lastName":"OLSON","firstName":"JOHN","middleName":"OLAF"},{"crd":"7856843","suffix":null,"lastName":"ORFIN","firstName":"DANIEL","middleName":"PATRICK"},{"crd":"7933807","suffix":null,"lastName":"PANG","firstName":"WENDY","middleName":"ZANE"},{"crd":"2382412","suffix":null,"lastName":"PESEK","firstName":"LAURA","middleName":"ANN"},{"crd":"4277350","suffix":null,"lastName":"Pieracini","firstName":"Andrew","middleName":"Robert"},{"crd":"6695154","suffix":null,"lastName":"RAY","firstName":"ROY","middleName":"LEIGH"},{"crd":"2308309","suffix":null,"lastName":"REISING","firstName":"JOHN","middleName":"PAUL"},{"crd":"7321170","suffix":"III","lastName":"RETALLICK","firstName":"DONALD","middleName":"LEWIS"},{"crd":"7940698","suffix":null,"lastName":"RIGANO","firstName":"NICHOLAS","middleName":"ALLEN"},{"crd":"8086756","suffix":null,"lastName":"Santos","firstName":"Michael","middleName":"Joseph"},{"crd":"7926306","suffix":null,"lastName":"Schutter","firstName":"Adam","middleName":"Henry"},{"crd":"3134227","suffix":null,"lastName":"SMITH","firstName":"WILLIAM","middleName":"EARL"},{"crd":"7895908","suffix":null,"lastName":"STATON","firstName":"CHARLES","middleName":"JACOB"},{"crd":"7992715","suffix":null,"lastName":"SUMMERLIN","firstName":"STACY","middleName":"JANE"},{"crd":"2675417","suffix":null,"lastName":"TULLY","firstName":"KELLY","middleName":"C"},{"crd":"7826111","suffix":null,"lastName":"Turney","firstName":"Justin","middleName":null},{"crd":"8112353","suffix":null,"lastName":"Villella","firstName":"Judith","middleName":"Ann"},{"crd":"1997626","suffix":null,"lastName":"WATSON","firstName":"THOMAS","middleName":"WARREN"},{"crd":"5781084","suffix":null,"lastName":"WEISS","firstName":"MARTIN","middleName":"D."},{"crd":"4583876","suffix":null,"lastName":"WHITAKER","firstName":"BRIAN","middleName":"WADE"}],"total":68,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-27","regulatoryAum":102227838,"clients":767,"employees":21,"offices":17},{"filedOn":"2023-08-09","regulatoryAum":200180955,"clients":1597,"employees":21,"offices":28},{"filedOn":"2024-07-24","regulatoryAum":391385872,"clients":2493,"employees":21,"offices":77},{"filedOn":"2025-07-31","regulatoryAum":639157693,"clients":4407,"employees":126,"offices":77},{"filedOn":"2026-08-28","regulatoryAum":1064821925,"clients":5356,"employees":147,"offices":128}],"secFileNumber":"801-123227","legalName":"Gibbs Wealth Management, LLC","displayName":"Gibbs Wealth Management","slug":"gibbs-wealth-management-281621","website":"https://gibbswealthria.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/281621/36e57a9bf78a1beb-r1.webp","tone":"light","width":630,"height":200,"sourceUrl":"https://gibbswealthria.com/","sourceLabel":"Gibbs Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/gibbsfinancial","founded":null,"organization":"Georgia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3980 Old Milton Parkway","city":"Alpharetta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30005"},"tradeNames":["360 Wealth Management, LLC","Absolute Wealth Management, LLC","Alevo Wealth Management","Allen Wealth & Asset Management","American Principal Wealth Management","Babin & Associates Financial Advisors","Baker Richards Wealth Management","Baldwin Financial Group","Beacon Wealth Management","Bill Smith Wealth Management, LLC","Compass Wealth Management","Cosaint Advisors, LLC","Diversified Wealth Management","Evergreen Team Wealth Management, LLC","FDT Wealth Management, Inc.","Financial Resources Group","Flying Eagle Wealth Management","Future Focus Wealth Management","Grady Group Wealth Management LLC","Great Lakes Wealth Management, LLC","Grimes Financial Group","Harper Wealth Management","Hybrid Wealth Management","Knepp Wealth Management, LLC","Legacy 360 Wealth Management, LLC","Legacy Group Wealth Management","MTD Wealth Management","Marathon Group Wealth Management","Messina'S Wealth Advisors","Mipro Wealth Management","Mitchell Wealth Management, LLC","Mundt Wealth Management","Retallick Wealth Management","Retirement Planners of Texas","Rose Financial Management","SBC Wealth Management","SRS Wealth Management","Smart Wealth Management","Suncrest Wealth Advisors, LLC","TLL Wealth Management, LLC","TW Wealth Management","Team N&L Wealth Management","Total Financial Wealth Management","Turney Wealth Management, LLC","Wealthful LLC"],"registration":{"secApproved":"15 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":195261.74850634803,"staff":{"employees":147,"advisory":59,"brokerDealerReps":0,"insuranceAgents":56,"promoters":0},"aum":{"regulatory":1064821925,"discretionary":1045821925,"discretionaryAccounts":5356,"nonDiscretionary":19000000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5216,"regulatoryAum":789574190},{"label":"High-net-worth individuals","clients":140,"regulatoryAum":256247735},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":19000000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T05:12:11.535189+00:00","documents":[{"name":"GIBBS WEALTH MANAGEMENT BROCHURE PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042470","versionId":1042470,"submittedOn":"2026-04-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":989344971}],"custodyNote":"Gibbs Wealth Management has custody of client assets.","leadership":[{"name":"Daniel Mowery","title":"President","crd":"6982579"},{"name":"Susanne Naso","title":"Chief Compliance Officer","crd":"4243529"},{"name":"Edward Gibbs","title":"Managing Member/Owner","crd":"3126187"}],"ownership":[{"label":"Edward Gibbs","detail":"Managing member/owner in the 75% or more ownership band and a control person, since October 2015."}],"filedOffices":{"otherThanPrincipal":127,"privateResidences":0},"listedOfficeAddresses":129,"foreignOffices":[],"officesByState":[{"state":"Alabama","offices":1,"addresses":[{"street":"2081 Columbiana Road","city":"Birmingham"}]},{"state":"Arizona","offices":3,"addresses":[{"street":"1151 S. La Canada DR","city":"Green Valley"},{"street":"2959 N. Swan RD","city":"Tucson,"},{"street":"7070 N. Oracle RD","city":"Tucson"}]},{"state":"California","offices":19,"addresses":[{"street":"155 North Lake Ave","city":"Pasadena"},{"street":"3500 West Olive Avenue","city":"Burbank"},{"street":"23206 Lyons Avenue","city":"Newhall"},{"street":"6800 Owensmouth Ave","city":"Canoga Park"},{"street":"24641 Washington Ave.","city":"Murrieta"},{"street":"100 E. San Marcos BLVD.","city":"San Marcos"},{"street":"12544 High Bluff DR.","city":"San Diego"},{"street":"609 Deep Valley Drive","city":"Rolling Hills Estates"},{"street":"4115 Blackhawk Plaza Circle","city":"Danville"},{"street":"19112 Gridley RD","city":"Cerritos"},{"street":"1540 Eureka Road","city":"Roseville"},{"street":"6950 Santa Teresa BLVD.","city":"San Jose"},{"street":"100 S Murphy Ave","city":"Sunnyvale"},{"street":"2655 First St.","city":"Simi Valley"},{"street":"520 Broadway","city":"Santa Monica"},{"street":"29800 Agoura Road","city":"Agoura Hills"},{"street":"660 Newport Center DR","city":"Newport Beach"},{"street":"450 N Brand BLVD.","city":"Glendale"},{"street":"3610 Central Avenue","city":"Riverside"}]},{"state":"Colorado","offices":4,"addresses":[{"street":"8354 Northfield BLVD","city":"Denver"},{"street":"4770 Baseline RD","city":"Boulder"},{"street":"750 W. Eisenhower BLVD","city":"Loveland"},{"street":"5925 E. Evans Ave","city":"Denver"}]},{"state":"Florida","offices":10,"addresses":[{"street":"5641 W. Gulf to Lake Hwy","city":"Crystal River"},{"street":"11512 Lake Mead Ave","city":"Jacksonville"},{"street":"630 Kingsley Ave.","city":"Orange Park"},{"street":"9961 Interstate Commerce DR","city":"Fort Myers"},{"street":"2764 Sunset Point RD","city":"Clearwater"},{"street":"27911 Crown Lake BLVD.","city":"Bonita Springs"},{"street":"1500 East Venice Ave.","city":"Venice"},{"street":"1990 Main St.","city":"Sarasota"},{"street":"57 Homegrown Way","city":"Yulee"},{"street":"10752 Deerwood Park BLVD.","city":"Jacksonville"}]},{"state":"Georgia","offices":7,"addresses":[{"street":"3980 Old Milton Parkway","city":"Alpharetta","headquarters":true},{"street":"507 Ocean BLVD.","city":"St. Simons Island"},{"street":"1755 North Brown Road","city":"Lawrenceville"},{"street":"Meritage Centre","city":"Douglasville"},{"street":"125 Town Park Drive","city":"Kennesaw"},{"street":"5555 Glenridge Connector","city":"Sandy Springs"},{"street":"127 Abercorn Street","city":"Savannah"}]},{"state":"Hawaii","offices":1,"addresses":[{"street":"725 Kapiolani BLVD.","city":"Honolulu"}]},{"state":"Idaho","offices":1,"addresses":[{"street":"800 W Main St.","city":"Boise"}]},{"state":"Illinois","offices":7,"addresses":[{"street":"1111 S Alpine RD","city":"Rockford"},{"street":"5758 Elaine DR","city":"Rockford"},{"street":"15010 S. Ravinia Ave","city":"Orland Park"},{"street":"4190 Euclid Ave.","city":"Rolling Meadows"},{"street":"5250 Old Orchard RD.","city":"Skokie"},{"street":"100 Illinois St.","city":"St. Charles"},{"street":"1 Westbrook Corporate Center","city":"Westchester"}]},{"state":"Indiana","offices":10,"addresses":[{"street":"250 N. Main Street","city":"Crown Point"},{"street":"1251 N Eddy Street","city":"South Bend"},{"street":"457 S. Campbell Street","city":"Valparaiso"},{"street":"408 Perry Street","city":"Laporte"},{"street":"500 N. Nappanee Street","city":"Elkhart"},{"street":"205 Main St","city":"Jasper"},{"street":"1650 W. 45th Street","city":"Munster"},{"street":"11413 Lantern Road","city":"Fishers"},{"street":"9522 Lima RD","city":"Fort Wayne"},{"street":"1211 Tutor Lane","city":"Evansville"}]},{"state":"Iowa","offices":6,"addresses":[{"street":"1817 State Highway 9","city":"Decorah"},{"street":"3336 Kimball Ave","city":"Waterloo"},{"street":"1052 University Ave","city":"Dubuque"},{"street":"6600 Westown Parkway","city":"West Desmoines"},{"street":"2550 Middle Road","city":"Bettendorf"},{"street":"1425 Boyson Road","city":"Hiawatha"}]},{"state":"Kansas","offices":1,"addresses":[{"street":"10820 Shawnee Mission Parkway","city":"Shawnee"}]},{"state":"Kentucky","offices":2,"addresses":[{"street":"1727 Sweeney Street","city":"Owensboro"},{"street":"200 Whittington Pkwy","city":"Louisville"}]},{"state":"Louisiana","offices":6,"addresses":[{"street":"830 3rd Street","city":"Gretna"},{"street":"3769 Pontchartrain Drive 9 1","city":"Slidell"},{"street":"3224 N Turnball DR","city":"Metairie"},{"street":"5658 W Main Street","city":"Houma"},{"street":"4720 Bluebonnet BLVD","city":"Baton Rouge"},{"street":"1070-B West Causeway Approach","city":"Mandeville"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"99 Derby Street","city":"Hingham"}]},{"state":"Michigan","offices":8,"addresses":[{"street":"122 Uptown","city":"Bay City"},{"street":"3120 South BLVD.","city":"Bloomfield TWP."},{"street":"3133 Van Horn","city":"Trenton"},{"street":"10315 Grand River","city":"Brighton"},{"street":"325 E. Maumee St.","city":"Adrian"},{"street":"1401 North 26th St","city":"Escanaba"},{"street":"9424 Newburgh Road","city":"Livonia"},{"street":"5066 E. Hill Road","city":"Grand Blanc"}]},{"state":"Minnesota","offices":5,"addresses":[{"street":"1249 Whitewater Avenue","city":"Saint Charles"},{"street":"1530 Greenview Drive SW","city":"Rochester"},{"street":"306 Main Street","city":"La Crescent"},{"street":"1176 Frontage Road East","city":"Owatonna"},{"street":"308 4th Avenue NW","city":"Austin"}]},{"state":"Mississippi","offices":2,"addresses":[{"street":"178 Main St","city":"Biloxi"},{"street":"4322 Park Ten DR","city":"Diamondhead"}]},{"state":"North Carolina","offices":2,"addresses":[{"street":"2144 Page Road","city":"Durham"},{"street":"522 Main Street","city":"Pineville"}]},{"state":"Ohio","offices":7,"addresses":[{"street":"103 B Degroff Ave.","city":"Archbold"},{"street":"1590 Albon Road","city":"Holland"},{"street":"410 S. Front Street","city":"Fremont"},{"street":"15271 US 224 East","city":"Findlay"},{"street":"315 N. Elizabeth Street","city":"Lima"},{"street":"445 Hutchinson Ave.","city":"Columbus"},{"street":"3250 Levis Commons BLVD.","city":"Perrysburg"}]},{"state":"Pennsylvania","offices":3,"addresses":[{"street":"100 Emerson Lane","city":"Bridgeville"},{"street":"2767 Geryville Pike","city":"Pennsburg"},{"street":"4 Lemoyne Drive","city":"Lemoyne"}]},{"state":"Tennessee","offices":4,"addresses":[{"street":"315 W. Bockman Way","city":"Sparta"},{"street":"9111 Cross Park DR","city":"Knoxville"},{"street":"555 Marriott DR.","city":"Nashville"},{"street":"200 W Martin Luther King BLVD","city":"Chattanooga"}]},{"state":"Texas","offices":7,"addresses":[{"street":"2001 Timber Creek RD","city":"Flower Mound"},{"street":"1701 River Run","city":"Fort Worth"},{"street":"3303 North 3rd Street","city":"Abilene"},{"street":"12600 N. Featherwood Drive","city":"Houston"},{"street":"205 E. Bridge Street","city":"Granbury"},{"street":"610 Uptown BLVD","city":"Cedar Hill"},{"street":"1560 E Southlake BLVD","city":"Southlake"}]},{"state":"Utah","offices":6,"addresses":[{"street":"1785 East 1450 South","city":"Clearfield"},{"street":"701 S. Main St.","city":"Logan"},{"street":"2825 E. Cottonwood Pkwy.","city":"Cottonwood Heights"},{"street":"3450 Triumph BLVD.","city":"Lehi"},{"street":"1173 S. 250 W.","city":"St. George"},{"street":"202 East 5900 South","city":"Salt Lake City"}]},{"state":"Vermont","offices":1,"addresses":[{"street":"400 Cornerstone Drive","city":"Williston"}]},{"state":"Washington","offices":1,"addresses":[{"street":"9 Lake Bellevue Drive","city":"Bellevue"}]},{"state":"West Virginia","offices":1,"addresses":[{"street":"5000 Greenbag Road Office","city":"Morgantown"}]},{"state":"Wisconsin","offices":3,"addresses":[{"street":"116 North Dodge Street","city":"Burlington"},{"street":"740 Pilgrim Pkwy","city":"Elm Grove"},{"street":"W177N9856 Rivercrest Drive","city":"Germantown"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"678-694-8770","stateRegisteredReps":65,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":77},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":12},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"28 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281621/PDF/281621.pdf","brochureDate":"23 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042470","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gibbs Wealth Management have?","answer":"Gibbs Wealth Management has 5,356 clients and manages $1.06 billion for them, as of August 2026. They include 5,216 individual clients and 140 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gibbs Wealth Management offer?","answer":"Gibbs Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Gibbs Wealth Management use?","answer":"Gibbs Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $989M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gibbs Wealth Management have?","answer":"Gibbs Wealth Management has 65 investment adviser representatives registered with state securities authorities, out of 147 employees, and 59 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 56 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gibbs Wealth Management invest in?","answer":"At the end of its last fiscal year, Gibbs Wealth Management’s separately managed accounts held 77% exchange-traded equities, 12% investment grade corporate bonds, 6% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gibbs Wealth Management?","answer":"Gibbs Wealth Management’s direct owner is Edward Gibbs (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gibbs Wealth Management get paid?","answer":"Gibbs Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gibbs Wealth Management registered with the SEC?","answer":"Yes, Gibbs Wealth Management has been registered with the SEC as an investment adviser since 15 February 2022. Its CRD number is 281621 and its SEC file number is 801-123227.","source":"Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gibbs Wealth Management?","answer":"Gibbs Wealth Management’s main office is at 3980 Old Milton Parkway, Alpharetta, GA 30005. Its phone number is 678-694-8770. Its website is gibbswealthria.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/gibbs-wealth-management-281621/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2081110/000208585326000590/0002085853-26-000590-index.html","totalValue":761991967,"positionCount":433,"top10Share":0.28999327233065175,"top10":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A409","value":38552403,"shares":393753,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"STATE STREET SPD","cusip":"78463X889","value":32646104,"shares":715139,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A508","value":24593096,"shares":434660,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"0-5YR HI YL CP","cusip":"46434V407","value":21937343,"shares":518491,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":20295624,"shares":116374,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":19560541,"shares":853799,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A383","value":18884736,"shares":843445,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A664","value":15775771,"shares":599839,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":15681305,"shares":189502,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78468R853","value":13045621,"shares":269984,"shareType":"SH"}],"positionsListed":200,"positions":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A409","value":38552403,"shares":393753,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"STATE STREET SPD","cusip":"78463X889","value":32646104,"shares":715139,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A508","value":24593096,"shares":434660,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"0-5YR HI YL CP","cusip":"46434V407","value":21937343,"shares":518491,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":20295624,"shares":116374,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":19560541,"shares":853799,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A383","value":18884736,"shares":843445,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A664","value":15775771,"shares":599839,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":15681305,"shares":189502,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78468R853","value":13045621,"shares":269984,"shareType":"SH"},{"issuer":"NORTHERN LTS FD TR IV","titleOfClass":"MAIN SECTR ROTN","cusip":"66538H591","value":12814218,"shares":212191,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"STATE STREET SPD","cusip":"78463X509","value":11610138,"shares":247499,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":10939933,"shares":29554,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":10621054,"shares":41850,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":10030714,"shares":48162,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":9989389,"shares":34738,"shareType":"SH"},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":9425534,"shares":29627,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78468R663","value":9212252,"shares":100526,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":8252442,"shares":14424,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":8202292,"shares":22064,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A474","value":7222875,"shares":240202,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":7135758,"shares":23609,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":6117359,"shares":17898,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":6102196,"shares":21207,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":5960281,"shares":40516,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":5779929,"shares":18674,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"US QUALTY FCTR","cusip":"46641Q761","value":5674958,"shares":92546,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":5606874,"shares":28171,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":5492819,"shares":57128,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":5463788,"shares":5940,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":4830281,"shares":96220,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":4466992,"shares":15177,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"BROAD USD HIGH","cusip":"46435U853","value":4153267,"shares":112738,"shareType":"SH"},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":4104963,"shares":34606,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":4039680,"shares":4054,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"STATE STREET SPD","cusip":"78464A201","value":4033275,"shares":41743,"shareType":"SH"},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":3700228,"shares":73461,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":3678549,"shares":8549,"shareType":"SH"},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":3567735,"shares":19112,"shareType":"SH"},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":3531308,"shares":17068,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":3420614,"shares":11006,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":3285277,"shares":17031,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":3250970,"shares":4977,"shareType":"SH"},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":3032417,"shares":18341,"shareType":"SH"},{"issuer":"STERLING INFRASTRUCTURE INC","titleOfClass":"COM","cusip":"859241101","value":2975515,"shares":7306,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":2872560,"shares":4,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":2590718,"shares":2600,"shareType":"SH","putCall":"Call"},{"issuer":"VERTEX PHARMACEUTICALS INC","titleOfClass":"COM","cusip":"92532F100","value":2521612,"shares":5647,"shareType":"SH"},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":2519749,"shares":26143,"shareType":"SH"},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":2515009,"shares":31592,"shareType":"SH"},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":2513523,"shares":5030,"shareType":"SH"},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"B-BBB CLO ETF","cusip":"47103U753","value":2471764,"shares":53036,"shareType":"SH"},{"issuer":"ROYAL BK CDA","titleOfClass":"COM","cusip":"780087102","value":2454850,"shares":15174,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":2443047,"shares":11233,"shareType":"SH"},{"issuer":"CONSTELLATION BRANDS INC","titleOfClass":"CL A","cusip":"21036P108","value":2369020,"shares":15793,"shareType":"SH"},{"issuer":"BANK AMERICA CORP","titleOfClass":"COM","cusip":"060505104","value":2359429,"shares":48399,"shareType":"SH"},{"issuer":"MONSTER BEVERAGE CORP NEW","titleOfClass":"COM","cusip":"61174X109","value":2320097,"shares":32019,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":2240835,"shares":28881,"shareType":"SH"},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":2212271,"shares":24683,"shareType":"SH"},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":2185424,"shares":30430,"shareType":"SH"},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":2132620,"shares":29302,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":2115758,"shares":8655,"shareType":"SH"},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":2108370,"shares":72727,"shareType":"SH"},{"issuer":"NOVARTIS AG","titleOfClass":"SPONSORED ADR","cusip":"66987V109","value":2105354,"shares":13783,"shareType":"SH"},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":2083722,"shares":8819,"shareType":"SH"},{"issuer":"EPAM SYS INC","titleOfClass":"COM","cusip":"29414B104","value":2072568,"shares":15307,"shareType":"SH"},{"issuer":"AMERICAN TOWER CORP","titleOfClass":"COM","cusip":"03027X100","value":2063319,"shares":11956,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2056247,"shares":4291,"shareType":"SH"},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDERSON MTG","cusip":"47103U852","value":2051850,"shares":45415,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":2008896,"shares":11841,"shareType":"SH"},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":2002864,"shares":2827,"shareType":"SH"},{"issuer":"SHELL PLC","titleOfClass":"SPON ADS","cusip":"780259305","value":1991288,"shares":21411,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":1952206,"shares":12572,"shareType":"SH"},{"issuer":"PROFESIONALLY MANAGED PORTFO","titleOfClass":"CONGRESS SMID GR","cusip":"74316P645","value":1900488,"shares":61885,"shareType":"SH"},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":1873445,"shares":31872,"shareType":"SH"},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":1857862,"shares":6965,"shareType":"SH"},{"issuer":"AMETEK INC","titleOfClass":"COM","cusip":"031100100","value":1839491,"shares":8581,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":1824826,"shares":11088,"shareType":"SH"},{"issuer":"AES CORP","titleOfClass":"COM","cusip":"00130H105","value":1822837,"shares":129371,"shareType":"SH"},{"issuer":"PG&E CORP","titleOfClass":"COM","cusip":"69331C108","value":1810569,"shares":103049,"shareType":"SH"},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":1781752,"shares":2306,"shareType":"SH"},{"issuer":"CURTISS WRIGHT CORP","titleOfClass":"COM","cusip":"231561101","value":1747103,"shares":2565,"shareType":"SH"},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":1742859,"shares":15368,"shareType":"SH"},{"issuer":"AUTODESK INC","titleOfClass":"COM","cusip":"052769106","value":1741874,"shares":7276,"shareType":"SH"},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1728978,"shares":26982,"shareType":"SH"},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":1726958,"shares":16518,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"BDC INCOME ETF","cusip":"92189F411","value":1710162,"shares":133606,"shareType":"SH"},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":1696195,"shares":12474,"shareType":"SH"},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":1682007,"shares":40975,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1674304,"shares":2575,"shareType":"SH"},{"issuer":"AMERICAN INTL GROUP INC","titleOfClass":"COM NEW","cusip":"026874784","value":1657491,"shares":22026,"shareType":"SH"},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":1639741,"shares":3557,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1638200,"shares":13181,"shareType":"SH"},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":1635593,"shares":8293,"shareType":"SH"},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":1632417,"shares":26915,"shareType":"SH"},{"issuer":"AGNICO EAGLE MINES LTD","titleOfClass":"COM","cusip":"008474108","value":1631756,"shares":8039,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":1625941,"shares":1231,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"STATE STREET SPD","cusip":"78463X871","value":1615355,"shares":38251,"shareType":"SH"},{"issuer":"UNILEVER PLC","titleOfClass":"SPON ADR NEW","cusip":"904767803","value":1610086,"shares":28262,"shareType":"SH"},{"issuer":"RAMBUS INC DEL","titleOfClass":"COM","cusip":"750917106","value":1568671,"shares":18234,"shareType":"SH"},{"issuer":"SNAP ON INC","titleOfClass":"COM","cusip":"833034101","value":1559303,"shares":4293,"shareType":"SH"},{"issuer":"TECHNIPFMC PLC","titleOfClass":"COM","cusip":"G87110105","value":1559296,"shares":22556,"shareType":"SH"},{"issuer":"MODINE MFG CO","titleOfClass":"COM","cusip":"607828100","value":1527588,"shares":7049,"shareType":"SH"},{"issuer":"MSCI INC","titleOfClass":"COM","cusip":"55354G100","value":1520767,"shares":2821,"shareType":"SH"},{"issuer":"NOVANTA INC","titleOfClass":"COM","cusip":"67000B104","value":1512517,"shares":12806,"shareType":"SH"},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":1510982,"shares":3074,"shareType":"SH"},{"issuer":"INTERDIGITAL INC","titleOfClass":"COM","cusip":"45867G101","value":1506176,"shares":4987,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1504406,"shares":12506,"shareType":"SH"},{"issuer":"BARRICK MNG CORP","titleOfClass":"COM SHS","cusip":"06849F108","value":1501031,"shares":36799,"shareType":"SH"},{"issuer":"PGIM ETF TR","titleOfClass":"ACTV HY BD ETF","cusip":"69344A206","value":1496847,"shares":43224,"shareType":"SH"},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":1449938,"shares":5938,"shareType":"SH"},{"issuer":"NOVO-NORDISK A S","titleOfClass":"ADR","cusip":"670100205","value":1443283,"shares":39273,"shareType":"SH"},{"issuer":"BOOT BARN HLDGS INC","titleOfClass":"COM","cusip":"099406100","value":1425546,"shares":9740,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":1396811,"shares":18367,"shareType":"SH"},{"issuer":"MOOG INC","titleOfClass":"CL A","cusip":"615394202","value":1385098,"shares":4733,"shareType":"SH"},{"issuer":"UFP TECHNOLOGIES INC","titleOfClass":"COM","cusip":"902673102","value":1348424,"shares":6965,"shareType":"SH"},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":1285453,"shares":14835,"shareType":"SH"},{"issuer":"PJT PARTNERS INC","titleOfClass":"COM CL A","cusip":"69343T107","value":1282246,"shares":9177,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1281655,"shares":12074,"shareType":"SH"},{"issuer":"REPLIGEN CORP","titleOfClass":"COM","cusip":"759916109","value":1262205,"shares":10713,"shareType":"SH"},{"issuer":"ENPRO INC","titleOfClass":"COM","cusip":"29355X107","value":1241754,"shares":4954,"shareType":"SH"},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1239859,"shares":2201,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":1228237,"shares":3734,"shareType":"SH"},{"issuer":"TENET HEALTHCARE CORP","titleOfClass":"COM NEW","cusip":"88033G407","value":1221331,"shares":6472,"shareType":"SH"},{"issuer":"HOULIHAN LOKEY INC","titleOfClass":"CL A","cusip":"441593100","value":1208091,"shares":8412,"shareType":"SH"},{"issuer":"EQUINOR ASA","titleOfClass":"SPONSORED ADR","cusip":"29446M102","value":1189154,"shares":28179,"shareType":"SH"},{"issuer":"UNIVERSAL TECHNICAL INST INC","titleOfClass":"COM","cusip":"913915104","value":1187004,"shares":32881,"shareType":"SH"},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":1184802,"shares":9049,"shareType":"SH"},{"issuer":"PRIMORIS SVCS CORP","titleOfClass":"COM","cusip":"74164F103","value":1183818,"shares":8276,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":1176059,"shares":8910,"shareType":"SH"},{"issuer":"MONOLITHIC PWR SYS INC","titleOfClass":"COM","cusip":"609839105","value":1156823,"shares":1058,"shareType":"SH"},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":1148750,"shares":10612,"shareType":"SH"},{"issuer":"TOTALENERGIES SE","titleOfClass":"ACT","cusip":"F92124100","value":1138979,"shares":12519,"shareType":"SH"},{"issuer":"LEMAITRE VASCULAR INC","titleOfClass":"COM","cusip":"525558201","value":1127660,"shares":10329,"shareType":"SH"},{"issuer":"TELEDYNE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"879360105","value":1126529,"shares":1862,"shareType":"SH"},{"issuer":"ZOETIS INC","titleOfClass":"CL A","cusip":"98978V103","value":1126106,"shares":9526,"shareType":"SH"},{"issuer":"SOUTHWEST AIRLS CO","titleOfClass":"COM","cusip":"844741108","value":1122580,"shares":29879,"shareType":"SH"},{"issuer":"WABTEC","titleOfClass":"COM","cusip":"929740108","value":1120388,"shares":4483,"shareType":"SH"},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":1117931,"shares":6128,"shareType":"SH"},{"issuer":"LIGAND PHARMACEUTICALS INC","titleOfClass":"COM NEW","cusip":"53220K504","value":1110653,"shares":5563,"shareType":"SH"},{"issuer":"BRINKER INTL INC","titleOfClass":"COM","cusip":"109641100","value":1108038,"shares":7761,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":1104246,"shares":1913,"shareType":"SH"},{"issuer":"AON PLC","titleOfClass":"SHS CL A","cusip":"G0403H108","value":1062270,"shares":3291,"shareType":"SH"},{"issuer":"CNA FINL CORP","titleOfClass":"COM","cusip":"126117100","value":1057813,"shares":23036,"shareType":"SH"},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":1052334,"shares":18257,"shareType":"SH"},{"issuer":"EMCOR GROUP INC","titleOfClass":"COM","cusip":"29084Q100","value":1046923,"shares":1418,"shareType":"SH"},{"issuer":"NOVA LTD","titleOfClass":"COM","cusip":"M7516K103","value":1044444,"shares":2405,"shareType":"SH"},{"issuer":"AMERIS BANCORP","titleOfClass":"COM","cusip":"03076K108","value":1042691,"shares":13370,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":1041913,"shares":14014,"shareType":"SH"},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":1037798,"shares":8058,"shareType":"SH"},{"issuer":"LIVANOVA PLC","titleOfClass":"SHS","cusip":"G5509L101","value":1025667,"shares":16137,"shareType":"SH"},{"issuer":"COSTAR GROUP INC","titleOfClass":"COM","cusip":"22160N109","value":1025201,"shares":25414,"shareType":"SH"},{"issuer":"EXPEDITORS INTL WASH INC","titleOfClass":"COM","cusip":"302130109","value":1006949,"shares":7030,"shareType":"SH"},{"issuer":"CHAMPION HOMES INC","titleOfClass":"COM","cusip":"830830105","value":1003846,"shares":13498,"shareType":"SH"},{"issuer":"METLIFE INC","titleOfClass":"COM","cusip":"59156R108","value":998212,"shares":14115,"shareType":"SH"},{"issuer":"NVENT ELEC PLC","titleOfClass":"SHS","cusip":"G6700G107","value":992508,"shares":8391,"shareType":"SH"},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":984048,"shares":18176,"shareType":"SH"},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":981337,"shares":4949,"shareType":"SH"},{"issuer":"CENTENE CORP DEL","titleOfClass":"COM","cusip":"15135B101","value":978304,"shares":29881,"shareType":"SH"},{"issuer":"COOPER COS INC","titleOfClass":"COM","cusip":"216648501","value":974689,"shares":13632,"shareType":"SH"},{"issuer":"KIRBY CORP","titleOfClass":"COM","cusip":"497266106","value":974144,"shares":7331,"shareType":"SH"},{"issuer":"CALIX INC","titleOfClass":"COM","cusip":"13100M509","value":957363,"shares":19542,"shareType":"SH"},{"issuer":"ROSS STORES INC","titleOfClass":"COM","cusip":"778296103","value":952170,"shares":4395,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":943218,"shares":2791,"shareType":"SH"},{"issuer":"CARGURUS INC","titleOfClass":"COM CL A","cusip":"141788109","value":942981,"shares":27694,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":932973,"shares":6378,"shareType":"SH"},{"issuer":"TG THERAPEUTICS INC","titleOfClass":"COM","cusip":"88322Q108","value":930758,"shares":28018,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":923985,"shares":6629,"shareType":"SH"},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":922968,"shares":3125,"shareType":"SH"},{"issuer":"INTERFACE INC","titleOfClass":"COM","cusip":"458665304","value":916114,"shares":36762,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":905468,"shares":4451,"shareType":"SH"},{"issuer":"BALCHEM CORP","titleOfClass":"COM","cusip":"057665200","value":890634,"shares":5255,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":884344,"shares":4139,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":872889,"shares":1998,"shareType":"SH"},{"issuer":"ATLANTIC UN BANKSHARES CORP","titleOfClass":"COM","cusip":"04911A107","value":867302,"shares":24267,"shareType":"SH"},{"issuer":"SENSIENT TECHNOLOGIES CORP","titleOfClass":"COM","cusip":"81725T100","value":864793,"shares":10005,"shareType":"SH"},{"issuer":"CANADIAN NATL RY CO","titleOfClass":"COM","cusip":"136375102","value":860905,"shares":8377,"shareType":"SH"},{"issuer":"JBT MAREL CORPORATION","titleOfClass":"COM","cusip":"477839104","value":858776,"shares":6716,"shareType":"SH"},{"issuer":"SAP SE","titleOfClass":"SPON ADR","cusip":"803054204","value":851599,"shares":4974,"shareType":"SH"},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":845058,"shares":30095,"shareType":"SH"},{"issuer":"IDEXX LABS INC","titleOfClass":"COM","cusip":"45168D104","value":842836,"shares":1500,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":841379,"shares":2965,"shareType":"SH"},{"issuer":"SEI INVTS CO","titleOfClass":"COM","cusip":"784117103","value":833947,"shares":10627,"shareType":"SH"},{"issuer":"FEDERAL SIGNAL CORP","titleOfClass":"COM","cusip":"313855108","value":827165,"shares":7649,"shareType":"SH"},{"issuer":"AVERY DENNISON CORP","titleOfClass":"COM","cusip":"053611109","value":824920,"shares":4777,"shareType":"SH"},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":824469,"shares":2402,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":822966,"shares":5697,"shareType":"SH"},{"issuer":"ACI WORLDWIDE INC","titleOfClass":"COM","cusip":"004498101","value":822784,"shares":20063,"shareType":"SH"},{"issuer":"ING GROEP N.V.","titleOfClass":"SPONSORED ADR","cusip":"456837103","value":817345,"shares":31376,"shareType":"SH"},{"issuer":"BJS WHSL CLUB HLDGS INC","titleOfClass":"COM","cusip":"05550J101","value":816295,"shares":8294,"shareType":"SH"},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":812706,"shares":11927,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":812463,"shares":3265,"shareType":"SH"},{"issuer":"WEST PHARMACEUTICAL SVSC INC","titleOfClass":"COM","cusip":"955306105","value":806074,"shares":3216,"shareType":"SH"},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":805647,"shares":2032,"shareType":"SH"},{"issuer":"MERIT MED SYS INC","titleOfClass":"COM","cusip":"589889104","value":799726,"shares":11602,"shareType":"SH"},{"issuer":"COMMVAULT SYS INC","titleOfClass":"COM","cusip":"204166102","value":797750,"shares":10242,"shareType":"SH"},{"issuer":"YUM BRANDS INC","titleOfClass":"COM","cusip":"988498101","value":797673,"shares":5130,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":786276,"shares":6223,"shareType":"SH"},{"issuer":"VERISK ANALYTICS INC","titleOfClass":"COM","cusip":"92345Y106","value":783702,"shares":4130,"shareType":"SH"},{"issuer":"SANOFI SA","titleOfClass":"SPONSORED ADR","cusip":"80105N105","value":781335,"shares":16217,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}