DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G••••• C••••••• L••
Latest filing Jul 31, 2026
First filing on the tape Mar 16, 2012 · 27 filings
SEC status approved since Jan 22, 2009
RAUM
$3.0B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
51%
$1.6B individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$607M
derived; firm RAUM over IAPD count
Employees
16
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$3.0B as of Jul 31, 2026
Mar 16, 2012$981M then
HNW client RAUM$1.5B as of Jul 31, 2026
Mar 29, 2018$1.3B then
State-registered IARs (5.B.3)5 as of Jul 31, 2026
Mar 16, 20120 then
Employees (5.A)16 as of Jul 31, 2026
Mar 15, 201312 then
Private funds: no history
RAUM +16% over the last fiscal year+13% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $607MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 44derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.8MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 45%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.5B51%
- Charitable organizations$1.1B38%
- Pension and profit-sharing plans$234M7.7%
- Corporations and businesses$98.6M3.2%
- Individuals$15.4M0.5%
- Individual clients
- 47reported
- HNW clients
- 175reported
- Pension plan clients
- 9reported
- Charitable clients
- 10reported
- Accounts
- 1,264reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.51 fund_share=0.0 institutional_share=0.45 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••••••• J•• S•••••Certified Financial Planner, Chartered Financial Analyst | Wexford, Pa | Jan 22, 2009 | 19 y | 1 |
| C••• E•••••• H••••••Certified Financial Planner, Chartered Financial Analyst | Wexford, Pa | Jun 11, 2013 | 13 y | 0 |
| E••• L•• D•••••Certified Financial Planner, Chartered Financial Analyst | Wexford, Pa | Apr 18, 2017 | 17 y | 2 |
| B•••• W••••• C••••Certified Financial Planner, Chartered Financial Analyst | Wexford, Pa | May 6, 2019 | 11 y | 0 |
| J••••••• G•••••••Certified Financial Planner, Chartered Financial Analyst | Wexford, Pa | Apr 16, 2025 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- D•••• J••••• E••••••••• to S•••••••• D•••• W••••• M••••••••• A•••••••• L•Aug 12, 2014 · Other
Joined, latest
- E••• L•• D••••• from E••••••••• I••••••••• M••••••••• I•••Apr 18, 2017 · Other
- D•••• J••••• E••••••••• from G••••• C•••••• M••••••••• L••Jan 22, 2009 · Other
- C••••••••• J•• S••••• from G••••• C•••••• M••••••••• L••Jan 22, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• D•••••• G••••• · Chief Compliance Officercontrolsince 09/2014 · owns 10% to 25%
- C••••••••• D••••• T••••• · Chief Operating Officercontrolsince 05/2017 · owns 10% to 25%
- C••••• B••••• W••••• · Advisorcontrolsince 02/2022 · owns 5% to 10%
- D•••••• E•••• L•• · Senior Advisorcontrolsince 03/2022 · owns 5% to 10%
- F•••••••• B••••• R•••••• · Director Of Client Servicecontrolsince 08/2025 · owns less than 5%
- G•••••• R••••• C••• · Founding Partner Officer Officercontrolsince 01/2021 · owns less than 5%
- H••••••• C•••• E•••••• · Director Of Investment Researchcontrolsince 05/2017 · owns 10% to 25%
- S•••••• C••••••••• J•• · Chief Investment Officercontrolsince 01/2016 · owns 10% to 25%
- G•••••• R••••• C••• · Presidentcontrolsince 06/1989 · owns 75% or more of G••••• C•••••• M••••••••• L••
Entity owners
- G••••• C•••••• M••••••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wexford, Pa · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 31, 2026S•••••• C••••••••• J•• (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-04-08 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 31, 2026B••••••• D•••••• G••••• (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-04-08 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 31, 2026F•••••••• B••••• R•••••• (DIRECTOR OF CLIENT SERVICE) appeared on Schedule A between the filings of 2024-04-08 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Employees · 17 to 16Mar 17, 2026 to Jul 31, 2026
- Accounts · 1,179 to 1,264Mar 27, 2025 to Mar 17, 2026
- Corporate clients · 4 to 6Mar 27, 2025 to Mar 17, 2026
- HNW clients · 188 to 175Mar 27, 2025 to Mar 17, 2026
- Individual clients · 32 to 47Mar 27, 2025 to Mar 17, 2026
- Discretionary RAUM · $2.5B to $2.9BMar 27, 2025 to Mar 17, 2026
- HNW RAUM · $1.7B to $1.5BMar 27, 2025 to Mar 17, 2026
- Individual RAUM · $8.7M to $15.4MMar 27, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $134M to $129MMar 27, 2025 to Mar 17, 2026
- Pension RAUM · $215M to $234MMar 27, 2025 to Mar 17, 2026
- RAUM · $2.6B to $3.0BMar 27, 2025 to Mar 17, 2026
- Accounts · 1,070 to 1,179Apr 8, 2024 to Mar 27, 2025
- Advisory employees · 8 to 7Apr 8, 2024 to Mar 27, 2025
- Charity clients · 9 to 10Apr 8, 2024 to Mar 27, 2025
- Corporate clients · 3 to 4Apr 8, 2024 to Mar 27, 2025
- HNW clients · 158 to 188Apr 8, 2024 to Mar 27, 2025
- Individual clients · 25 to 32Apr 8, 2024 to Mar 27, 2025
- Pension plan clients · 7 to 9Apr 8, 2024 to Mar 27, 2025
- Financial planning clients · 101-250 to 101-250Apr 8, 2024 to Mar 27, 2025
- State-registered IARs · 6 to 5Apr 8, 2024 to Mar 27, 2025
- Discretionary RAUM · $2.3B to $2.5BApr 8, 2024 to Mar 27, 2025
- HNW RAUM · $1.6B to $1.7BApr 8, 2024 to Mar 27, 2025
- Individual RAUM · $8.7M to $8.7MApr 8, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $132M to $134MApr 8, 2024 to Mar 27, 2025
- Pension RAUM · $184M to $215MApr 8, 2024 to Mar 27, 2025
- RAUM · $2.4B to $2.6BApr 8, 2024 to Mar 27, 2025
- Accounts · 979 to 1,070Mar 24, 2023 to Mar 22, 2024
- HNW clients · 150 to 158Mar 24, 2023 to Mar 22, 2024
- Employees · 16 to 17Mar 24, 2023 to Mar 22, 2024
- Discretionary RAUM · $1.9B to $2.3BMar 24, 2023 to Mar 22, 2024
- HNW RAUM · $1.3B to $1.6BMar 24, 2023 to Mar 22, 2024
- Individual RAUM · $8.6M to $8.7MMar 24, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $136M to $132MMar 24, 2023 to Mar 22, 2024
- Pension RAUM · $159M to $184MMar 24, 2023 to Mar 22, 2024
- RAUM · $2.1B to $2.4BMar 24, 2023 to Mar 22, 2024
- Accounts · 966 to 979Mar 23, 2022 to Mar 24, 2023
- Advisory employees · 6 to 8Mar 23, 2022 to Mar 24, 2023
- Charity clients · 10 to 9Mar 23, 2022 to Mar 24, 2023
- Corporate clients · 4 to 3Mar 23, 2022 to Mar 24, 2023
- HNW clients · 149 to 150Mar 23, 2022 to Mar 24, 2023
Signals
5 dated events
- R•••••• Keith Goldner (Senior Advisor) no longer on Schedule A of G••••• C••••••• L•• (listed 2024-03-22, absent 2024-04-08)Apr 8, 2024 · Control person left · inference
- Wilson Blake Curle (Advisor) appeared on Schedule A of G••••• C••••••• L••Apr 8, 2024 · Control person joined · fact
- Sue Brenda Gibson (Chief Executive Officer) no longer on Schedule A of G••••• C••••••• L•• (listed 2022-03-23, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- Lee Eric Demico (Senior Advisor) appeared on Schedule A of G••••• C••••••• L••Mar 24, 2023 · Control person joined · fact
- Everett Chad Hileman (Director Of Investment Research) appeared on Schedule A of G••••• C••••••• L••Mar 27, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 724-934-3200reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 724-934-3201reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/gibson-capital-llc/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- G•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 724-934-3200reportedpublic record, Form ADV, Jul 31, 2026
- Contact form
- g•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- g•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $607Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026