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 serves individual and high-net-worth clients, offering discretionary wealth management alongside standalone financial planning engagements. The firm operates on a fee-only basis and provides ongoing portfolio supervision across stocks, bonds, mutual funds, ETFs, and municipal and government securities, with written financial plans available at a client’s election. Investment decisions draw on a mix of fundamental, technical, macroeconomic and thematic analysis and may combine passive (asset-class) and active manager approaches. Portfolio construction emphasizes underlying holdings, liquidity, tax efficiency and strategic/smart‑beta factors, with a general preference for multi-year holdings while permitting short-term trades when warranted and accommodating reasonable client-imposed restrictions in writing. The adviser is recently established and very small by regulatory metrics—managing roughly $15.6 million for a very limited client base under a single-advisor structure—which produces an atypically concentrated practice compared with peers. Notable operational features include a requirement that client accounts be custodied at the firm’s recommended broker-dealer, the firm’s policy not to vote client proxies (clients retain that authority), and oversight by a principal who holds the CFA charter and has prior institutional investment experience.
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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