Gibson Capital, LLC

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Client assets under management

$1,560,064,705

Clients

222

79% high-net worth

Advisors

of 17 employees

Firm type

Multi Team

Clients per advisor

Low

Average account size

$7,027,318

About

Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm is fee-only and open-architecture, delivering ongoing investment management, financial planning-related modeling, and coordination with other client advisors while documenting strategies in formal Investment Policy Statements.

Gibson follows a strategic asset allocation philosophy that emphasizes broad diversification across asset classes and implements portfolios mainly through mutual funds and exchange-traded funds rather than individual securities or model portfolios. The firm involves clients in the decision-making process, conducts monthly account reviews (with annual IPS reviews), and tailors reporting frequency and content to individual client needs.

Gibson’s profile is atypical for its peer group: it manages roughly $3.0 billion for about 222 clients while operating with a relatively small advisory team of six, and it has transitioned ownership to a group of Next Generation owners with no single person owning 25% or more. The firm also maintains several formal constraints that reduce conflicts of interest—no proprietary products, no soft-dollar arrangements, no wrap programs, and a stated policy of not taking custody—along with a stated minimum AUM requirement for new relationships (with selective exceptions).

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Negotiable flat fees for consulting services

Percentage

$0 - $4,000,000: 0.7% $4,000,001 - $8,000,000: 0.5% $8,000,001 - $12,000,000: 0.3% $12,000,001+: 0.2%

Project-based

Negotiable hourly basis for consulting services

Other

Account minimum: $3,000,000 Fee-only: Fee-only investment advisor, no commissions or other compensation

Main office location

Gibson Capital, LLC

6600 Brooktree Court, Suite 2200

Wexford PA 15090, United States

Number of offices

Most active in

Alabama · Arizona · California · Florida · Georgia · Maine · Massachusetts · Montana · Nevada · New York · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Utah · Vermont · Virginia · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 724-934-3200

Advisors at this firm

Chad H

CFP®, CFA®, Series 65

Wexford, PA

Gibson Capital, LLC

Chad Hileman is a CFP®, CFA®, and Series 65-registered advisor with 12 years of experience. He has been with Gibson Capital, LLC since 2015. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing disciplined implementation, regular rebalancing, and client collaboration to design customized, diversified portfolios primarily through mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Eric D

CFP®, CFA®, Series 65

Wexford, PA

Gibson Capital, LLC

Eric Demico is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has been with Gibson Capital, LLC since 2014. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide, focusing on strategic asset allocation through customized, diversified portfolios primarily using mutual funds and ETFs. The firm emphasizes disciplined implementation, regular rebalancing, and client collaboration rather than short-term market timing.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Blake C

CFP®, CFA®

Wexford, PA

Gibson Capital, LLC

Blake Curle is a CFP® and CFA® with six years of experience in the financial advisory industry. He has been with Gibson Capital, LLC since 2016, including a prior position at Fragasso Financial Advisors from 2015 to 2016. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm employs a strategic asset-allocation approach, focusing on customized, diversified portfolios implemented primarily through mutual funds and ETFs, with an emphasis on disciplined rebalancing and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Roger G

CFA®, Series 63

Wexford, PA

Gibson Capital, LLC

Roger Gibson is a CFA® charterholder with 31 years of industry experience and has been with Gibson Capital, LLC since 2016. He is based in Wexford, PA, and holds a Series 63 license. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation approach, emphasizing customized, diversified portfolios implemented primarily through pooled vehicles, disciplined rebalancing, and manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Jonathan G

CFP®, CFA®

Wexford, PA

Gibson Capital, LLC

Jonathan Grebosky is a CFP® and CFA® affiliated with Gibson Capital, LLC, with experience in the financial industry through roles at Gibson Capital, PNC, Viatris, and Duquesne Fund Services. He has been with Gibson Capital since 2023. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm employs a strategic asset-allocation approach, focusing on customized, diversified portfolios primarily using mutual funds and ETFs, with an emphasis on disciplined implementation and client collaboration.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Christopher S

CFP®, CFA®

Wexford, PA

Gibson Capital, LLC

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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