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CRD 148836
WEXFORD, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER JON SIDONI | Certified Financial Planner|Chartered Financial Analyst | WEXFORD, PA | 17 | 19 | 1 | no |
| CHAD EVERETT HILEMAN | Certified Financial Planner|Chartered Financial Analyst | WEXFORD, PA | 13 | 13 | n/a | no |
| ERIC LEE DEMICO | Certified Financial Planner|Chartered Financial Analyst | WEXFORD, PA | 9 | 17 | 2 | no |
| BLAKE WILSON CURLE | Certified Financial Planner|Chartered Financial Analyst | WEXFORD, PA | 7 | 11 | n/a | no |
| Jonathan Grebosky | Certified Financial Planner|Chartered Financial Analyst | WEXFORD, PA | 1 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Christine, DeMao, Taylor | CHIEF OPERATING OFFICER | B | yes | 05/2017 | Jul 31, 2026 | Jul 31, 2026 |
| CURLE, BLAKE, WILSON | Advisor | A | yes | 02/2022 | Jul 31, 2026 | Jul 31, 2026 |
| DEMICO, ERIC, LEE | SENIOR ADVISOR | A | yes | 03/2022 | Jul 31, 2026 | Jul 31, 2026 |
| Franklin, Brian, Russell | DIRECTOR OF CLIENT SERVICE | Na | yes | 08/2025 | Jul 31, 2026 | Jul 31, 2026 |
| GIBSON CAPITAL MANAGEMENT LTD | Member | B | yes | 10/2008 | Jul 31, 2026 | Jul 31, 2026 |
| GIBSON, ROGER, CASS | FOUNDING PARTNER OFFICER OFFICER | Na | yes | 01/2021 | Jul 31, 2026 | Jul 31, 2026 |
| HILEMAN, CHAD, EVERETT | DIRECTOR OF INVESTMENT RESEARCH | B | yes | 05/2017 | Jul 31, 2026 | Jul 31, 2026 |
| BERCZIK, DANIEL, GEORGE | CHIEF COMPLIANCE OFFICER | B | yes | 09/2014 | Oct 20, 2014 | Apr 8, 2024 |
| GIBSON, ROGER, CASS | President | E | yes | 06/1989 | Mar 16, 2012 | Apr 8, 2024 |
| SIDONI, CHRISTOPHER, JON | CHIEF INVESTMENT OFFICER | B | yes | 01/2016 | Mar 28, 2017 | Apr 8, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 17, 2026 | $3.0B | $2.9B | 17 | 7 | 0 | n/a | n/a |
| 2024 | Mar 27, 2025 | $2.6B | $2.5B | 17 | 7 | 0 | n/a | n/a |
| 2023 | Mar 22, 2024 | $2.4B | $2.3B | 17 | 8 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $2.1B | $1.9B | 16 | 8 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $2.4B | $2.3B | 15 | 6 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $2.0B | $1.9B | 16 | 7 | 0 | n/a | n/a |
| 2019 | Mar 31, 2020 | $1.8B | $1.7B | 16 | 7 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $1.6B | $1.5B | 15 | 7 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $1.7B | $1.7B | 15 | 6 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $1.5B | $1.4B | 15 | 5 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $1.2B | $1.1B | 14 | 5 | n/a | n/a | n/a |
| 2014 | Mar 26, 2015 | $1.2B | $1.1B | 14 | 5 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $1.2B | $1.0B | 13 | 5 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $1.1B | $975M | 12 | 5 | n/a | n/a | n/a |
| 2011 | Mar 16, 2012 | $981M | $864M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.0B | $2.6B | 15.7% | $2.1B | 13.4% | 16 | 17 | 0 | 0 |