Kevin M. Gibney And Company, Llc
- Regulatory AUM
- $307M
- Discretionary
- $303M
- Clients
- 108
- Avg AUM / client
- $2.8M
- Accounts
- 725
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $15.1M | 4.93% |
| High net worth individuals | 53 | $290M | 94.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 0.46% |
| Charitable organizations | Fewer than 5 clients | $570K | 0.19% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Michael Gibney | Chief Compliance Officer, Chief Executive Officer, And Managing Member | Jun 2010 (16y) | 75% or more | |
| Vanessa Bovo Curran | Partner (Member) | May 2013 (13y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 957 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $215M (70% of AUM) Mar 2026
- National Financial Services (Fidelity) $135M (58% of AUM) Dec 2022
- Charles Schwab & Co. $90.1M (29% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗