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- Custodian
- Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-2009
- Office Locations
- 1
Office Locations
About Gibson Capital, LLC
Gibson Capital, LLC is a boutique wealth manager serving investors since 1989, providing customized investment management and integrated financial planning spanning tax, cash flow, philanthropy, insurance/benefits, and estate considerations. The firm works with a limited number of clients—multi-generational families, business owners, retirees, and women in transition—and emphasizes transaction-level oversight and objective fiduciary advice put in writing.
Reported data analysis
What the numbers show
Between March 27, 2025 and July 31, 2026, reported AUM increased 15.7%, from $2.6B to $3.0B.
Across 5 reported observations, AUM increased 26.7% between March 23, 2022 and July 31, 2026, from $2.4B to $3.0B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 7 advisory representatives and 247 clients, or 35.3 clients per representative. That equates to $12.3M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Gibson Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL GEORGE BERCZIK
Chief Compliance Officer, Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
DeMao Taylor Christine
Chief Operating Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Jonathan Grebosky
Associate
- CRD
- #8063039
Showing 1 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,904,583,168 | $2,318,103 |
| Non-Discretionary | $129,448,202 | $11,768,018 |
| Total | $3,034,031,370 | $2,400,341 |
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Separately Managed Accounts
SMA allocation detail is available
Gibson Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gibson Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.