Hedge Fund Database

GIBSON CAPITAL, LLC

Adviser information for GIBSON CAPITAL, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,063 $2.3B
Non-Discretionary 7 $131.9M
Total 1,070 $2.4B

Clients

Type Number RAUM
Individuals 25 $8.7M
HNW Individuals 158 $1.6B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 7 $183.7M
Charitable organizations 9 $631.8M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 3 $41.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-69774
SEC ERA File Number 801-69774
SEC CIK Numbers 1427372
SEC CRD Numbers 148836
Legal Entity Identifier None

Principal Office

6600 BROOKTREE COURT
SUITE 2200
WEXFORD
PA
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 724-934-3200, Fax: 724-934-3201

Websites

www.linkedin.com/company/gibson-capital-llc/about www.gibsoncapital.com

Chief Compliance Officer

DANIEL G. BERCZIK
MANAGING PARTNER
6600 BROOKTREE COURT
SUITE 2200
WEXFORD
PA
United States
Tel: 724-934-3200
Fax: 724-934-3201
(Full email address available in API data)

Regulatory Contact

CHRISTINE T. DEMAO
CHIEF OPERATING OFFICER
6600 BROOKTREE COURT
SUITE 2200
WEXFORD
PA
United States
Tel: 724-934-3200
Fax: 724-934-3201
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GIBSON CAPITAL MANAGEMENT LTD Domestic Entity – MEMBER 10/2008 10-25%
GIBSON, ROGER, CASS Individual GIBSON CAPITAL MANAGEMENT LTD PRESIDENT 06/1989 > 75%
GIBSON, ROGER, CASS Individual – FOUNDING PARTNER 01/2021 < 5%
BERCZIK, DANIEL, GEORGE Individual – CHIEF COMPLIANCE OFFICER 09/2014 10-25%
GOLDNER, KEITH, RUSSELL Individual – SENIOR ADVISOR 09/2013 10-25%
SIDONI, CHRISTOPHER, JON Individual – CHIEF INVESTMENT OFFICER 01/2016 10-25%
Christine, DeMao, Taylor Individual – CHIEF OPERATING OFFICER 05/2017 10-25%
HILEMAN, CHAD, EVERETT Individual – DIRECTOR OF INVESTMENT RESEARCH 05/2017 10-25%
DEMICO, ERIC, LEE Individual – SENIOR ADVISOR 03/2022 < 5%

No. Employees, Historic

20100201920202021202220232024202515 on 5/30/201915 on 6/4/201916 on 3/31/202016 on 6/26/202016 on 3/30/202115 on 3/23/202216 on 3/24/202316 on 3/24/202317 on 3/22/2024

RAUM, Historic

3B2B020192020202120222023202420251586550689 on 5/30/20191586550689 on 6/4/20191824245082 on 3/31/20201824245082 on 6/26/20201979413384 on 3/30/20212394174994 on 3/23/20222079301182 on 3/24/20232079301182 on 3/24/20232433649152 on 3/22/2024

No. Clients, Historic

30015002019202020212022202320242025185 on 5/30/2019185 on 6/4/2019187 on 3/31/2020187 on 6/26/2020187 on 3/30/2021197 on 3/23/2022194 on 3/24/2023194 on 3/24/2023202 on 3/22/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM Stock 188K 2K NONE
ALPHABET INC CAP STK CL A Stock 288K 2K NONE
AMAZON COM INC COM Stock 655K 3K NONE
APPLE INC COM Stock 2M 7K NONE
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 1M 21K NONE
BERKSHIRE HATHAWAY INC DEL CL A Stock 13M 21 NONE
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 3M 7K NONE
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF ETF 11M 537K NONE
CHEVRON CORP NEW COM Stock 519K 3K NONE
COCA COLA CO COM Stock 413K 6K NONE
COSTCO WHSL CORP NEW COM Stock 548K 645 NONE
DIMENSIONAL EMERGING MARKETS VALUE ETF ETF 880K 32K NONE
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF ETF 289K 11K NONE
DIMENSIONAL U.S. TARGETED VALUE ETF ETF 5M 100K NONE
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ETF 14M 401K NONE
EATON CORP PLC SHS Stock 244K 778 NONE
ENCOMPASS HEALTH CORP COM Stock 211K 2K NONE
EXXON MOBIL CORP COM Stock 310K 3K NONE
F N B CORP COM Stock 249K 18K NONE
FIDELITY ENHANCED LARGE CAP GROWTH ETF ETF 524K 16K NONE
FIDELITY WISE ORIGIN BITCOIN FUND ETF 248K 5K NONE
FIFTH THIRD BANCORP COM Stock 209K 6K NONE
HOME DEPOT INC COM Stock 402K 1K NONE
INVESCO QQQ TRUST SERIES I ETF 512K 1K NONE
ISHARES BITCOIN TRUST REGISTERED ETF 337K 10K NONE
ISHARES CORE S&P 500 ETF ETF 761K 1K NONE
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 684K 6K NONE
ISHARES GOLD TRUST ETF 4M 86K NONE
ISHARES MSCI EAFE ETF ETF 286K 4K NONE
ISHARES MSCI EMERGING MARKETS ETF ETF 333K 8K NONE
ISHARES MSCI KLD 400 SOCIAL ETF ETF 3M 27K NONE
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 510K 6K NONE
ISHARES RUSSELL 1000 ETF ETF 285K 958 NONE
ISHARES RUSSELL 1000 GROWTH ETF ETF 704K 2K NONE
ISHARES RUSSELL 1000 VALUE ETF ETF 374K 2K NONE
ISHARES TIPS BOND ETF ETF 599K 6K NONE
JPMORGAN CHASE & CO. COM Stock 290K 1K NONE
LILIUM N V CLASS A ORD SHS Stock 119K 150K NONE
LILIUM N V WT EXP 091426 Stock 16K 191K NONE
MASTERCARD INCORPORATED CL A Stock 218K 495 NONE
MERCK & CO INC COM Stock 406K 3K NONE
MERIDIANLINK INC COMMON STOCK Stock 2M 81K NONE
META PLATFORMS INC CL A Stock 181K 358 NONE
MICROCHIP TECHNOLOGY INC. COM Stock 238K 3K NONE
MICROSOFT CORP COM Stock 1M 3K NONE
NVIDIA CORPORATION COM Stock 2M 13K NONE
ORACLE CORP COM Stock 313K 2K NONE
PINNACLE FINL PARTNERS INC COM Stock 354K 4K NONE
PROCTER AND GAMBLE CO COM Stock 305K 2K NONE
REGENERON PHARMACEUTICALS COM Stock 284K 270 NONE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF ETF 695K 23K NONE
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 225K 575 NONE
SPDR DOW JONES REIT ETF ETF 837K 9K NONE
SPDR S&P DIVIDEND ETF ETF 206K 2K NONE
STARBUCKS CORP COM Stock 178K 2K NONE
STRIVE 500 ETF ETF 546K 16K NONE
STRYKER CORPORATION COM Stock 232K 681 NONE
VALLEY NATL BANCORP COM Stock 78K 11K NONE
VANGUARD DIVIDEND APPRECIATION ETF ETF 5M 30K NONE
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 350K 7K NONE
VANGUARD LARGE-CAP ETF ETF 10M 39K NONE
VANGUARD MEGA CAP ETF ETF 900K 5K NONE
VANGUARD MID-CAP ETF ETF 2M 8K NONE
VANGUARD REAL ESTATE ETF ETF 106M 1M NONE
VANGUARD S&P 500 ETF ETF 963K 2K NONE
VANGUARD SMALL CAP VALUE ETF ETF 540K 3K NONE
VANGUARD SMALL-CAP ETF ETF 1M 6K NONE
VANGUARD TOTAL STOCK MARKET ETF ETF 247M 923K NONE
VISA INC COM CL A Stock 347K 1K NONE
WALMART INC COM Stock 413K 6K NONE
ZOETIS INC CL A Stock 178K 1K NONE