{"url":"https://nivawealth.com/firms/gibson-capital-148836","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148836","regulatoryAum":3034031370,"crd":"148836","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6506608","suffix":null,"lastName":"CURLE","firstName":"BLAKE","middleName":"WILSON"},{"crd":"5588045","suffix":null,"lastName":"DEMICO","firstName":"ERIC","middleName":"LEE"},{"crd":"8063039","suffix":null,"lastName":"Grebosky","firstName":"Jonathan","middleName":null},{"crd":"6182739","suffix":null,"lastName":"HILEMAN","firstName":"CHAD","middleName":"EVERETT"},{"crd":"5305334","suffix":null,"lastName":"SIDONI","firstName":"CHRISTOPHER","middleName":"JON"}],"total":5,"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":"2021-03-30","regulatoryAum":1979413384,"clients":187,"employees":16,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":2394174994,"clients":197,"employees":15,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":2079301182,"clients":194,"employees":16,"offices":1},{"filedOn":"2024-04-08","regulatoryAum":2433649152,"clients":202,"employees":17,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":2622930742,"clients":243,"employees":17,"offices":1},{"filedOn":"2026-07-31","regulatoryAum":3034031370,"clients":247,"employees":16,"offices":1}],"secFileNumber":"801-69774","legalName":"Gibson 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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gibson Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gibson Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gibson Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Gibson Capital have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Gibson Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gibson Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Gibson Capital?","answer":"Gibson Capital’s main office is at 6600 Brooktree Court, Suite 2200, Wexford, PA 15090. Its phone number is 724-934-3200. 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