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Gibson Wealth Advisors LLC
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CRD # | 285077 |
SEC # | 801-123644 |
CIK # | 0001911266 |
AUM | $140.1 MM (2024-08-19) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 214-347-7475 |
Address | 12955 S Hillcreek Road Whitehouse, TX 75791 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NSC | 53,956.1 | 4.9 | |
XOM | 385,508.3 | 2.5 | |
CVX | 294,604.1 | 1.8 | |
NVDA | 399,550.0 | 1.6 | |
AAPL | 2,382,844.0 | 1.5 | |
DUK | 81,378.5 | 1.3 | |
PEP | 226,773.9 | 1.3 | |
MRK | 232,371.9 | 1.2 | |
PG | 338,108.9 | 1.1 | |
KO | 269,985.6 | 0.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 63 | 13.1 |
(b) Individuals (high net worth individuals) | 89 | 127.0 |
(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 | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 396 | 140.1 |
By Discretionary | ||
Discretionary | 396 | 140.1 |
Non-Discretionary | 0 | 0.0 |
Total | 396 | 140.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 140.1 | |
Total | 396 | 140.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001911266] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
The Kocen Financial Group Inc
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|
CA | 0.1 |
Laughlin Financial LLC
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|
IN | 0.1 |
Griffith & Werner Inc
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|
GA | 0.1 |
Asset Strategies Inc
✚
|
CT | 0.1 |
Grace Capital Management LLC
✚
|
TX | 0.1 |
Werlinich Asset Management LLC
✚
|
CT | 0.1 |
Legacy Beyond Wealth LLC
✚
|
FL | 0.1 |
Assabet Advisors LLC
✚
|
MA | 0.1 |
First Mason Financial LLC
✚
|
OH | 0.1 |
Costello Financial Planning Inc
✚
|
IL | 0.1 |