Gibson Capital, Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $2.9B
- Clients
- 247
- Avg AUM / client
- $12.3M
- Accounts
- 1,264
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $15.4M | 0.51% |
| High net worth individuals | 175 | $1.5B | 50.9% |
| Pension and profit sharing plans | 9 | $234M | 7.72% |
| Charitable organizations | 10 | $1.1B | 37.6% |
| Corporations and other businesses | 6 | $98.6M | 3.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Planned Parenthood Of Northern New England Tax Sheltered Annuity Plan Planned Parenthood Of Northern New England | 2024 | |
| Northwest Orthopaedic Specialist, P.S. 401(k) Savings Plan Northwest Orthopaedic Specialist, P .S. | 2024 | |
| Tcw Retirement Plan Tcw Admin, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gibson, Roger, Cass | President | Jun 1989 (37y) | ≈ 7.5% – 25% via Gibson Capital Management Ltd | |
| Christopher Jon Sidoni | Chief Investment Officer | CFP CFA | Jan 2009 (18y) | 10% – 25% |
| Chad Everett Hileman | Director Of Investment Research | CFP CFA | Jun 2013 (13y) | 10% – 25% |
| Berczik, Daniel, George | Chief Compliance Officer | Sep 2014 (12y) | 10% – 25% | |
| Eric Lee Demico | Senior Advisor | CFP CFA | Apr 2017 (9y) | Less than 5% |
| Christine, De Mao, Taylor | Chief Operating Officer | May 2017 (9y) | 10% – 25% | |
| Blake Wilson Curle | Advisor | CFP CFA | May 2019 (7y) | Less than 5% |
| Jonathan Grebosky | Registered representative | CFP CFA | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gibson Capital Management Ltd | Member | Oct 2008 | A | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gibson, Roger, Cass: 75% – 100% of Gibson Capital Management Ltd × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Planned Parenthood Of Northern New England Tax Sheltered Annuity Plan | Planned Parenthood Of Northern New England | 215 | $14.3M | 01/01/2024 |
| Northwest Orthopaedic Specialist, P.S. 401(k) Savings Plan | Northwest Orthopaedic Specialist, P .S. | 303 | $76.5M | 01/01/2024 |
| Tcw Retirement Plan | Tcw Admin, Inc. | 520 | $19.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $2.3B (74% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗