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| Gibson Capital LLC
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| |
|---|---|
| CRD # | 148836 |
| SEC # | 801-69774 |
| CIK # | 0001427372 |
| AUM | $2.4 BB (2024-03-22) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 724-934-3200 |
| Address | 6600 Brooktree Court Wexford, PA 15090 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 3.8 | ||
| MLNK | 1,401.3 | 1.7 | |
| NVDA | 399,550.0 | 1.6 | |
| AAPL | 2,382,844.0 | 1.6 | |
| MSFT | 1,918,222.4 | 1.4 | |
| AMZN | 1,092,997.8 | 0.7 | |
| COST | 207,576.9 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 158 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.2 |
| (h) Charitable organizations | 9 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,070 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,063 | 2.3 |
| Non-Discretionary | 7 | 0.1 |
| Total | 1,070 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,070 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001427372] | |
| D | [0001427372] |
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|---|---|---|
|
Guardian Capital Advisors LP
✚
|
2.5 | |
|
Urban Investment Advisors Inc
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|
CA | 2.5 |
|
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TX | 2.5 |
|
Summitry LLC
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CA | 2.5 |
|
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OR | 2.4 |
|
Alphacore Capital LLC
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CA | 2.4 |
|
Visionary Wealth Advisors LLC
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|
MO | 2.4 |
|
Nutter Investment Advisors Limited Partnership
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|
MA | 2.4 |
|
Retirement Income Solutions Inc
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|
MI | 2.4 |
|
Meeder Asset Management Inc
✚
|
OH | 2.4 |