Gibson Capital, LLC

Gibson Capital, LLC (CRD# 148836) is a financial advisory firm headquartered in Wexford, PA. They manage $1,185,006,573 in 682 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,185
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $1,737,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, ID, MA, ME, MT, NY, OH, OR, PA, TN, TX, VT, WA, WI

Financial Advisors at Gibson Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Roger C. Gibson
CRD#: 845833
6600 Brooktree Court, Suite 2200, Wexford, PA 15090
96
Wealthminder
score

Roger Gibson (CRD# 845833) is an Investment Advisor Representative working at Gibson Capital, LLC in Wexford, PA and has over 30 years of experience in the finance industry.

2
Keith R. Goldner
CRD#: 1637223
6600 Brooktree Court, Suite 2200, Wexford, PA 15090
93
Wealthminder
score

Keith Goldner (CRD# 1637223) is an Investment Advisor Representative working at Gibson Capital, LLC in Wexford, PA and has over 30 years of experience in the finance industry.

3
Chad E. Hileman
CRD#: 6182739
6600 Brooktree Court, Suite 2200, Wexford, PA 15090
92
Wealthminder
score

Chad Hileman (CRD# 6182739) is an Investment Advisor Representative working at Gibson Capital, LLC in Wexford, PA and has over 4 years of experience in the finance industry. Chad Hileman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher J. Sidoni
CRD#: 5305334
6600 Brooktree Court, Suite 2200, Wexford, PA 15090
90
Wealthminder
score

Christopher Sidoni (CRD# 5305334) is an Investment Advisor Representative working at Gibson Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry. Christopher Sidoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.