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| Gibson Wealth Advisors LLC
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|---|---|
| CRD # | 285077 |
| SEC # | 801-123644 |
| CIK # | 0001911266 |
| AUM | 186.1 M (2026-03-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-347-7475 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911266 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Norfolk Southern Corp | 7.1 | ||
| Nvidia Corp | 2.5 | ||
| Apple Inc | 2.0 | ||
| Chevron Corp | 1.8 | ||
| Duke Energy Corp | 1.6 | ||
| Merck & Co Inc | 1.6 | ||
| PepsiCo Inc | 1.1 | ||
| Evergy Inc | 1.0 | ||
| Procter & Gamble Co | 0.9 | ||
| Micron Technology Inc | 0.9 | ||
| American Electric Power Co Inc | 0.9 | ||
| Coca Cola Co | 0.8 | ||
| Amazon Com Inc | 0.5 | ||
| Texas Instruments Inc | 0.5 | ||
| 3M Co | 0.4 | ||
| International Business Machines Corp | 0.4 | ||
| AT&T Inc | 0.4 | ||
| Southside Bancshares Inc | 0.3 | ||
| Advanced Micro Devices Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 52.0 |
| (b) Individuals (high net worth individuals) | 65 | 134.1 |
| (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 | 419 | 186.1 |
| By Discretionary | ||
| Discretionary | 419 | 186.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 419 | 186.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 185.5 | |
| Total | 419 | 186.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911266] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retirement Advisors LLC
✚
|
TX | 186.4 M |
|
Granite Financial Group LLC
✚
|
WI | 186.2 M |
|
Eagle Investment Advisors LLC
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PA | 186.1 M |
|
Total Wealth Services LLC
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|
CA | 186.1 M |
|
Vigil Wealth Management LLC
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FL | 186.0 M |
|
Ridge Capital Management LLC
✚
|
GA | 186.0 M |
|
Hillspring Financial Inc
✚
|
AZ | 186.0 M |
|
Schrum Private Wealth Management LLC
✚
|
FL | 185.9 M |
|
The Kocen Financial Group Inc
✚
|
CA | 185.9 M |
|
Liberty Atlantic Advisors LLC
✚
|
185.8 M |