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- Custodian
- Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Ember momentumCrest +more
- Established Date
- 01-22-2009
- Office Locations
- 2
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.
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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%
Signal vital
Vector eagle oak
- CRD
- #72759
- Ownership
- 36.4%
Showing 2 of 7 owners & executives
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Bob Gibson
Founder
- CRD
- --
Jonathan Grebosky
--
- CRD
- #8063039
Showing 2 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
Total SMA Asset: $3,034,031,370
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $94,130,377 | 5.5% |
| Equity - Exchange | $232,758,749 | 13.6% |
| Cash | $475,786,267 | 27.8% |
| Private Funds | $444,979,962 | 26.0% |
| Municipal Bonds | $85,573,070 | 5.0% |
| U.S. Government/Agency | $378,232,966 | 22.1% |
| Total | $1,711,461,391 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT RIDGE BEACON | FOCUS LEGACY | WHMG26SJP | BFLZO | 7.94% | $84,069,005 |
| CREST EMBER MOMENTUM | LEGACY TIMBER | TV5PPKTJ1 | JYKK | 2.65% | $83,718,771 |
| WAVE VITAL OAK | OAK WAVE | LRKB6NVYC | CNK | 11.65% | $59,105,194 |
| WAVE VALUE | UNISON ELEMENT | GB7FV1CQN | XRWPD | 5.05% | $17,894,028 |
| PIONEER ZENITH | HORIZON PATHWAY | 4RB4P93VF | KOJY | 1.00% | $114,846,068 |
| DELTA UNISON FRONTIER | HARBOR SUMMIT | B1278M7QL | ZWQVQ | 3.31% | $67,011,617 |
| ELEMENT MERIDIAN ELEMENT | CREST TIMBER | SLM3HYQ4H | CJM | 3.91% | $43,763,364 |
| QUANTUM UNISON PATHWAY | CATALYST CATALYST | YYSE55R27 | PMO | 3.60% | $108,628,125 |