Columbus, OH Hutchison Avenue Office
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Gibbs Wealth Management, LLC
Multi-team
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About
Gibbs Wealth Management provides discretionary investment advisory services to individual and high‑net‑worth clients through an advisor‑directed Model Management program that relies on third‑party platforms and strategists. The firm implements model portfolios made available via OPS and Orion OCIO and, in limited circumstances for concentrated holdings, may engage a third‑party options manager to implement hedging or income strategies.
The firm’s investment process centers on assessing a client’s financial situation, goals, and risk tolerance to select and monitor third‑party Model Portfolios rather than selecting individual securities or constructing proprietary portfolios. Gibbs does not present standalone financial planning as a core service and relies on its platform partners for portfolio design, trade implementation, and operational support.
Distinctive features disclosed in the brochure include revenue‑sharing arrangements with its platform and OCIO providers and the fact that several supervised persons are licensed insurance agents who may receive commissions, each identified as potential conflicts mitigated by disclosure and supervisory procedures. The firm also discloses a supervised person’s passive ownership of a real‑estate holding company and regulatory and customer‑initiated matters involving certain supervised persons, all described in its compliance disclosures.
Based on Gibbs Wealth Management, LLC
Expertise
Based on Gibbs Wealth Management, LLC
Location
445 Hutchison Avenue, Suite 950
Columbus OH 43235
Advisors at this office
2
Advisors at this office
Adam S
Series 65
Columbus, OH
Gibbs Wealth Management, LLC
Adam Schutter is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC in Columbus, Ohio. He began his career in the financial industry in 2024 and has held positions at several firms, including Nationwide Investment Services Corporation and Grimes Financial Group. Prior to his finance career, he has work experience in various roles during his time at The Ohio State University and earlier employment. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through third-party model portfolios. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations and risk tolerance rather than creating proprietary portfolios.
Dustin G
Series 65
Columbus, OH
Gibbs Wealth Management, LLC
Dustin Grimes is a Series 65-credentialed advisor at Gibbs Wealth Management, LLC with five years of industry experience. His prior roles include working as an insurance agent and positions at DPG Senior Signature Solutions and Mass Mutual Investors Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on assessing clients’ financial situations and risk tolerance to select model portfolios rather than managing individual securities directly.
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