Gibson Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Gibson Capital reports 247 clients. They include 175 high-net-worth individuals, 47 individual clients and 10 charitable organizations. Of its assets, 95.7% ($2.9B across 1,253 accounts) are managed with discretion; $129M across 11 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 19% | <1% |
| High-net-worth individuals | 71% | 51% |
| Pension and profit-sharing plans | 4% | 8% |
| Charitable organizations | 4% | 38% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $15.4M | 0.5% | $327K |
| High-net-worth individuals | 175 | $1.54B | 50.9% | $8.83M |
| Pension and profit-sharing plans | 9 | $234M | 7.7% | $26M |
| Charitable organizations | 10 | $1.14B | 37.6% | $114M |
| Corporations and other businesses | 6 | $98.6M | 3.2% | $16.4M |
| Total | 247 | $3.03B | 100% | $12.3M |
- Clients
- 47
- Regulatory AUM
- $15.4M
- AUM share
- 0.5%
- Avg. per client
- $327K
- Clients
- 175
- Regulatory AUM
- $1.54B
- AUM share
- 50.9%
- Avg. per client
- $8.83M
- Clients
- 9
- Regulatory AUM
- $234M
- AUM share
- 7.7%
- Avg. per client
- $26M
- Clients
- 10
- Regulatory AUM
- $1.14B
- AUM share
- 37.6%
- Avg. per client
- $114M
- Clients
- 6
- Regulatory AUM
- $98.6M
- AUM share
- 3.2%
- Avg. per client
- $16.4M
Total
- Clients
- 247
- Regulatory AUM
- $3.03B
- AUM share
- 100%
- Avg. per client
- $12.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Gibson Capital charges 0.20%–0.70% for its Basic Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and requires an account of at least $3,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$4M | 0.70% |
| $4M–$8M | 0.50% |
| $8M–$12M | 0.30% |
| $12M and above | 0.20% |
Fee details and sources
Other fees
- Investment Consulting
- Investment consulting services are negotiable and may be charged on a flat-fee or hourly basis.
The leadership team of Gibson Capital includes Chief Investment Officer Christopher Sidoni, Chief Operating Officer DeMao Christine and Chief Compliance Officer Daniel Berczik. It has 16 employees, 7 of them in advisory roles.
Staff
- 16 employees
- 7 in advisory functions
- 5 state-registered reps
- Owns 10% to 25% of Gibson Capital, LLC
Gibson Capital Management LTD
Control person · since October 2008
- Owns 75% or more of Gibson Capital Management LTD
Roger Gibson
Control person · since June 1989
- Owns 10% to 25% of Gibson Capital, LLC
Daniel Berczik
Control person · since September 2014
- Owns 10% to 25% of Gibson Capital, LLC
Christopher Sidoni
Control person · since January 2016
- Owns 10% to 25% of Gibson Capital, LLC
DeMao Christine
Control person · since May 2017
- Owns 10% to 25% of Gibson Capital, LLC
Chad Hileman
Control person · since May 2017
- Owns 5% to 10% of Gibson Capital, LLC
Eric Demico
Control person · since March 2022
- Owns 5% to 10% of Gibson Capital, LLC
Blake Curle
Control person · since February 2022
Gibson Capital’s regulatory assets grew 1.5× from $1.98B (March 2021) to $3.03B (July 2026); clients rose from 187 to 247 and employees were 16 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $3.03B | 247 | 16 | 1 |
| Mar 2025March 2025 | $2.62B | 243 | 17 | 1 |
| Apr 2024April 2024 | $2.43B | 202 | 17 | 1 |
| Mar 2023March 2023 | $2.08B | 194 | 16 | 1 |
| Mar 2022March 2022 | $2.39B | 197 | 15 | 1 |
| Mar 2021March 2021 | $1.98B | 187 | 16 | 1 |
Besides its headquarters, Gibson Capital has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 6600 Brooktree Court, Suite 2200, WexfordHQ
Contact and registration details
- Legal name
- Gibson Capital, LLC
- Headquarters
- 6600 Brooktree Court, Suite 2200, Wexford, PA 15090
- Website
- gibsoncapital.com
- Phone
- 724-934-3200
- @gibson-capital-llc
- SEC file
- 801-69774
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Gibson Capital’s named custodian for separately managed accounts is Fidelity ($2.25B). Gibson Capital does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $2.25B100%
At year end, Gibson Capital’s separately managed accounts were mostly in funds (74%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $610M across 94 positions; the largest are Vanguard Morningstar Total Stock Market ETF (51.3%), Vanguard Real Estate ETF (22.1%) and Bridgeway Omni Small Cap Value Tax-managed ETF (3.1%).
What the accounts hold
- Stocks17%
- Funds74%
- Registered funds70%
- Pooled vehicles4%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash7%
How many clients does Gibson Capital have?
Gibson Capital has 247 clients and manages $3.03 billion for them, as of July 2026. They include 175 high-net-worth individuals, 47 individual clients and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Gibson Capital offer?
Gibson Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gibson Capital charge?
Gibson Capital charges 0.20%–0.70% for its Basic Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and requires an account of at least $3,000,000.
Source: GIBSON CAPITAL, LLC FORM ADV PART 2A, filed 12 March 2026
Which custodians does Gibson Capital use?
Gibson Capital’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $2.25B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Gibson Capital have?
Gibson Capital has 5 investment adviser representatives registered with state securities authorities, out of 16 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gibson Capital invest in?
At the end of its last fiscal year, Gibson Capital’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 7% cash and equivalents, 4% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds 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
Does Gibson Capital have a minimum investment?
Yes, Gibson Capital’s minimum account size for its Basic Fee Schedule is $3M.
Source: GIBSON CAPITAL, LLC FORM ADV PART 2A, filed 12 March 2026
Who owns Gibson Capital?
Gibson Capital is owned through a holding company by Roger Gibson. Its direct owners are Gibson Capital Management LTD, Daniel Berczik, Christopher Sidoni, DeMao Christine, Chad Hileman, Eric Demico and Blake Curle, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Gibson Capital get paid?
Gibson Capital is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Gibson Capital?
Gibson Capital’s main office is at 6600 Brooktree Court, Suite 2200, Wexford, PA 15090. Its phone number is 724-934-3200. Its website is gibsoncapital.com.