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Gibson Financial Solutions, Inc.

Ellsworth, MESEC-registered investment adviserCRD 117831

Filed as GIBSON FINANCIAL SOLUTIONS, INC.

Gibson Financial Solutions, Inc. is an SEC-registered investment advisory firm in Ellsworth, ME, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

2 years
registered since 2024
$133,747,738
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Gibson Financial Solutions, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Gibson Financial Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Gibson Financial Solutions, Inc. located?

Gibson Financial Solutions, Inc.'s principal office is in Ellsworth, ME, according to its Form ADV.

Is Gibson Financial Solutions, Inc. registered with the SEC or a state?

Gibson Financial Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 117831.

How much does Gibson Financial Solutions, Inc. manage?

Gibson Financial Solutions, Inc. reports $133,747,738 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (91% discretionary).

How have Gibson Financial Solutions, Inc.'s assets and staff changed since 2024?

In the Form ADV data for Gibson Financial Solutions, Inc.: Regulatory assets under management: $122,224,911 in the October 2024 data and $133,747,738 in the October 2026 data, up 9%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Gibson Financial Solutions, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (24).

Which custodians does Gibson Financial Solutions, Inc. use?

Gibson Financial Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Gibson Financial Solutions, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117831

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Minimum annual fee: $500

The brochure's wording
The minimum annual fee is generally $500.

As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$133,747,738

$133,747,738 as of October 2026, filing dated March 11, 2026.

Discretionary: $121,601,151.Non-discretionary: $12,146,587.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 129 Assets $62,009,470 (46%)
High net worth individuals
Clients 24 Assets $71,738,268 (54%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
3 states or jurisdictions
FLMENH

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$122M 2024 $125M 2025 $134M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$133,747,7382March 11, 2026
October 2025$124,927,9442March 6, 2025
October 2024$122,224,9112August 7, 2024

Regulatory assets under management: $122,224,911 in the October 2024 data and $133,747,738 in the October 2026 data, up 9%.

Total employees: 2 in October 2024 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
gibsonfinancialsolutions.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Gibson Financial Solutions, Inc. (CRD 117831): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/gibson-financial-solutions-inc-ellsworth-me-117831