A complete list of active advisors currently associated with Gibbens Capital Management
Warmer can help you find a great advisor at Gibbens Capital Management or one who fits your needs even better.
Gibbens Capital Management is a fee-only, independent advisory firm operated by a single principal that provides wealth management and financial planning services to individuals and high‑net‑worth individuals, offering discretionary and non‑discretionary portfolio management as well as project‑based and one‑time financial planning engagements. The firm’s brochure notes that investment management clients may receive a financial plan at no additional fee and that project‑based planning engagements are also available for a negotiated fee (up to $8,000). The firm’s investment process blends passive and active strategies and relies on multiple methods of analysis — including fundamental, technical, macroeconomic, and thematic approaches — to construct portfolios of mutual funds, ETFs, stocks, and bonds. Portfolios are built with attention to factors such as underlying holdings, liquidity, tax efficiency, and smart/strategic beta, and the adviser generally seeks multi‑year holds while using short‑term trades as warranted. Gibbens Capital Management is newly formed (registered in 2025) and is unusually small in scale for an independent advisory firm, operating with one advisor and a very limited client roster, which the materials indicate is focused on high‑net‑worth individuals rather than a broad retail client base. The principal’s combination of CFP® and CFA® credentials, the firm’s requirement that clients custody assets at a recommended institutional custodian, and the inclusion of both ongoing management and standalone planning options distinguish its operating model from many peers.
To learn more about the advisors currently working at Gibbens Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tulsa, OK
| 6
|
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