Gibson Capital LLC

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Assets, Funds, Holdings

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Gibson Capital LLC
CRD #148836
SEC #801-69774
CIK #0001427372
AUM $2.6 B (2025-03-27)
Employees 17 (41% Investors, 0% Brokers)
Phone724-934-3200
Address6600 Brooktree Court
Wexford, PA 15090
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02008201420202026
CIK Period
0001427372
Sector Form 13F Holdings Value ($M)
Ducommun Inc /DE/ 8.7
iShares Comex Gold Trust 4.7
Apple Inc 2.3
Nvidia Corp 2.1
Microsoft Corp 1.6
iShares Bitcoin Trust 1.4
Amazon Com Inc 1.4
Meridianlink Inc 1.3
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 32 0.0
(b) Individuals (high net worth individuals) 188 1.7
(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 9 0.2
(h) Charitable organizations 10 0.7
(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 4 0.0
(n) Other 0 0.0
Total 1,179 2.6
By Discretionary
Discretionary 1,171 2.5
Non-Discretionary 8 0.1
Total 1,179 2.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.6
Total 1,179 2.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001427372]
D [0001427372]
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Aaron Wealth Advisors LLC
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Fairway Wealth LLC
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Obermeyer Wood Investment Counsel LLLP
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Winthrop Advisory Group LLC
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