Gibbens Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,605,775
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$7,802,888
About
Gibbens Capital Management is a fee-only, independent advisory firm operated by a single principal that provides wealth management and financial planning services to individuals and high‑net‑worth individuals, offering discretionary and non‑discretionary portfolio management as well as project‑based and one‑time financial planning engagements. The firm’s brochure notes that investment management clients may receive a financial plan at no additional fee and that project‑based planning engagements are also available for a negotiated fee (up to $8,000).
The firm’s investment process blends passive and active strategies and relies on multiple methods of analysis — including fundamental, technical, macroeconomic, and thematic approaches — to construct portfolios of mutual funds, ETFs, stocks, and bonds. Portfolios are built with attention to factors such as underlying holdings, liquidity, tax efficiency, and smart/strategic beta, and the adviser generally seeks multi‑year holds while using short‑term trades as warranted.
Gibbens Capital Management is newly formed (registered in 2025) and is unusually small in scale for an independent advisory firm, operating with one advisor and a very limited client roster, which the materials indicate is focused on high‑net‑worth individuals rather than a broad retail client base. The principal’s combination of CFP® and CFA® credentials, the firm’s requirement that clients custody assets at a recommended institutional custodian, and the inclusion of both ongoing management and standalone planning options distinguish its operating model from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Business exit / sale strategy
Fee options
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Fee-only: Wealth Management fees based on tiered percentage of AUM as above; Project-Based Financial Planning fees up to $8,000 per project
Main office location
Gibbens Capital Management
Tulsa OK, United States
Number of offices
1
Most active in
Gibbens Capital Management has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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