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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GIBSON WEALTH ADVISORS, LLC

CRD 285077

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab351b02-336e-ca11-4439-ec2166917ce5

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2016 to Mar 6, 2026
16 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $186MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $186M
Private client RAUM: $186MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $46.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 419
Individual clients: 128
High net worth clients: 65
Custody, client assets: $60.8M
SEC number: 801-123644
CRD: 285077
Filings on the tape: 16
First filed: Oct 25, 2016
Latest filed: Mar 6, 2026
Organised: Limited Liability Company, TX
Website: gibsonwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALLEN ROBERT GIBSON	Chartered Financial Consultant	TYLER, TX	9	34	1	no
VICTOR TRICE WILLIAMS	n/a	TYLER, TX	9	26	1	no
RAYMOND WILSON COZBY	n/a	TYLER, TX	8	10	n/a	no
Kylar Dalton Gee	n/a	TYLER, TX	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GIBSON, ALLEN, ROBERT	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	11/2016	Oct 25, 2016	Oct 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Allen	TX	United States	1	no
Dallas	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$186M	$186M	3	3	4	n/a	n/a
2024	Mar 18, 2025	$165M	$165M	3	3	4	n/a	n/a
2023	Mar 27, 2024	$140M	$140M	3	2	2	n/a	n/a
2022	Mar 20, 2023	$119M	$119M	2	2	1	n/a	n/a
2016	Mar 28, 2017	$43.7M	$43.7M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$186M	$165M	13.0%	$119M	16.1%	3	3	4	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	2	Nov 17, 2016	Nov 15, 2016	TYLER, TX	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (4)

← Kylar Dalton GeeAdvisorregistration: current employment
Mar 7, 2024 to presentfactForm ADV
← RAYMOND WILSON COZBYAdvisorregistration: current employment
Oct 23, 2017 to presentfactForm ADV
← ALLEN ROBERT GIBSONAdvisorregistration: current employment
Nov 15, 2016 to presentfactForm ADV
← VICTOR TRICE WILLIAMSAdvisorregistration: current employment
Nov 15, 2016 to presentfactForm ADV

Controls (1)

← GIBSON, ALLEN, ROBERTOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 25, 2016 to Oct 17, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out
Nov 17, 2016 to Nov 15, 2016factForm ADV

Dated events

Occurred
Oct 25, 2016
First Form ADV filing
Ag Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab351b02-336e-ca11-4439-ec2166917ce5
First observed: Oct 25, 2016
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GIBSON WEALTH ADVISORS, LLC

CRD 285077

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab351b02-336e-ca11-4439-ec2166917ce5

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:41 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALLEN ROBERT GIBSON

Chartered Financial Consultant

TYLER, TX

VICTOR TRICE WILLIAMS

n/a

TYLER, TX

RAYMOND WILSON COZBY

n/a

TYLER, TX

n/a

Kylar Dalton Gee

n/a

TYLER, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GIBSON, ALLEN, ROBERT

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

11/2016

Oct 25, 2016

Oct 17, 2024

City

State

Country

Employees

Also broker-dealer

Allen

United States

Dallas

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$186M

n/a

2024

Mar 18, 2025

$165M

n/a

2023

Mar 27, 2024

$140M

n/a

2022

Mar 20, 2023

$119M

n/a

2016

Mar 28, 2017

$43.7M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$186M

$165M

13.0%

$119M

16.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 17, 2016

Nov 15, 2016

TYLER, TX

Team lift out

Ibd to new firm

0.0%