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Gibson Wealth Advisors, LLC

Gibson Wealth Advisors, LLC. CRD 285077

Gibson Wealth Advisors, LLC logo

CRD: 285077

Gibson Wealth Advisors, LLC

Tyler, TX
2143477475
gibsonwealthadvisors.com
$186.1M Total AUM
$186.1M Disc. AUM
-- 3Y CAGR
3 Employees
193 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Vanguard
Clients
Retail
Platforms
TimberUnison beacon
Established Date
11-15-2016
Office Locations
1

Office Locations

-- Tyler TX

About Gibson Wealth Advisors, LLC

Gibson Wealth Advisors is an independent, fee-only fiduciary RIA focused on retirement-minded households seeking ongoing planning and delegated portfolio management. The team delivers retirement income planning, integrated tax reviews (coordinated with allied tax pros), Social Security and Medicare/health-insurance analysis, and evidence-based, low-cost, tax-smart investment management with rebalancing and tax-loss harvesting. Offers free coaching and POA support for clients’ adult children/grandchildren (to 25 or marriage).

Team overview

-- AVG AGE
$62.0M AVG AUM / ADVISOR
$964.0K AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Glacier Timber prime Frontier summit

Client Personas

Delta capital Vertex fusion

Custodian

Oak quantum Catalyst Foundation Peak harbor Harbor alpha Ridge Beacon catalyst North glacier

Fund Managers

Element

Investment Themes

Eagle optima Radial atlas Bridge

Investment Vehicles

Matrix

Platform

Beacon Fusion crest

Services

Vital ridge Prime fusion Crest Matrix Horizon Catalyst Ember Ridge Bridge capital

Technology

Peak Oak

Owner & Executives

A

ALLEN ROBERT GIBSON

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#2192804
Ownership
75% or more
(429) 856-6175
vector.alpha@signalcapital.com
in linkedin.com/in/radial-horizon

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Contacts

R

RAYMOND WILSON COZBY III

Client Service Associate

CRD
#6762710
(640) 364-3822
harbor.fusion@signalcapital.com
in linkedin.com/in/wave-crest
Kylar Dalton Gee

Kylar Dalton Gee

Broker

CRD
#7009516
(630) 961-2958
atlas.element@foundationcapital.com
in linkedin.com/in/matrix-vertex
I

Insight beacon

Radial bridge

CRD
#69221
(391) 444-4392
insight.prime@peakcapital.com
in linkedin.com/in/quantum-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-08-2022
08-09-2023
10-17-2024
03-18-2025
03-06-2026
Category Assets AVG. Account size
Discretionary $186,058,490 $444,054
Non-Discretionary $0 --
Total $186,058,490 $444,054

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Separately Managed Accounts

Total SMA Asset: $186,058,490

$186.1M Total SMA
Public Funds:
31.4%
Equity - Exchange:
17.8%
Cash:
19.4%
U.S. Government/Agency:
31.4%
Asset class Assets Assets %
Public Funds $2,560,610,482 31.4%
Equity - Exchange $1,451,556,260 17.8%
Cash $1,582,033,227 19.4%
U.S. Government/Agency $2,560,610,482 31.4%
Total $8,154,810,451 100.0%

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