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Marcus Gibbens

Advisor at Gibbens Capital Management

Updated today
Gibbens Capital Management logo

Firm

Gibbens Capital Management

Location

Tulsa, OK

Credentials

CFP®, CFA®, Series 65

Industry experience

6 years

About

Marcus Gibbens is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He is the principal of Gibbens Capital Management, where he has worked since 2025. His prior experience includes roles at BOK Financial, Erudite Capital, and Mader & Shannon Wealth Management. Gibbens Capital Management provides discretionary wealth management and standalone project-based financial planning services to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, technical, macroeconomic, and thematic analysis, using both passive and active fund selection to construct primarily long-term portfolios with discretionary authority to implement client strategies.

Client services

Based on Gibbens Capital Management

Financial planning Portfolio management

Expertise

Based on Gibbens Capital Management

Wealth management Business exit / sale strategy

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Fee-only: Wealth Management fees based on tiered percentage of AUM as above; Project-Based Financial Planning fees up to $8,000 per project

Location

Tulsa, OK

Most active in

Oklahoma

Work history

Gibbens Capital Management LLC

2025 - Present (1 year)

BOK Financial

2023 - 2025 (2 years)

BOK Financial

2022 - 2023 (1 year)

Erudite Capital, LLC

2020 - 2022 (2 years)

Danda Trouve Investment Management, Inc.

2019 - 2020 (1 year)

Mader & Shannon Wealth Management

2016 - 2019 (3 years)

Mader & Shannon Wealth Management

2016 - 2016 (1 year)

Demarche Associates

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Active portfolio management Real estate investing

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joshua H

Series 66

Tulsa, OK

Future U Financial Inc.

Options & derivatives strategies Active portfolio management Real estate investing Annuities
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Shanda S

CFP®, Series 65

Broken Arrow, OK

Aspen Wealth Planners LLC

Cash flow / budgeting General estate planning guidance General tax planning
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Daniel V

Series 63, Series 65

Tulsa, OK

Fg Wealth Management

General retirement planning Income planning Retirement income strategy Wealth management
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