Bank / Wealth / TrustRIA · CRD 285077SEC-Registered

Updated:

Gibson Wealth Advisors

Gibson Wealth Advisors is an SEC-registered investment adviser in Tyler, TX, registered since 2022. The firm manages approximately $186 million in assets.

Gibson Wealth Advisors logo

Gibson Wealth Advisors

Gibson Wealth Advisors is an SEC-registered investment adviser in Tyler, TX, registered since 2022. The firm manages approximately $186 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Tyler

Corporate office

Tyler, TX, United States

Sector focus

Wealth Management

Frequently asked questions

What type of clients does Gibson Wealth Advisors serve?

Gibson Wealth Advisors primarily serves individuals, families, and retirees, with a geographic concentration in East Texas. The firm operates as a local registered investment advisor and does not appear to target institutional investors, endowments, or corporate pension funds.

Does Gibson Wealth Advisors operate as a family office?

No. Gibson Wealth Advisors is structured as a traditional wealth management firm and registered investment advisor, not a single-family or multi-family office. It provides financial planning and portfolio management for multiple unrelated client households on a fee-for-service basis.

How does Gibson Wealth Advisors structure its investment offerings?

The firm constructs individually tailored portfolios using equities and fixed-income securities rather than operating pooled investment funds or private market vehicles. It does not provide direct co-investment opportunities or manage institutional separate accounts.

Where is Gibson Wealth Advisors headquartered?

The firm is headquartered in Tyler, Texas, and serves clients throughout the East Texas region. There is no evidence of additional offices outside this primary location.

Does Gibson Wealth Advisors disclose assets under management?

The firm does not publicly disclose total regulatory assets under management in a form accessible through standard industry databases or its corporate website. Its scale is consistent with a locally-focused independent advisory practice rather than a large institutional manager.

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