# Kevin M. Gibney and Company, LLC

> Kevin M. Gibney and Company, LLC is an SEC-registered investment advisory firm in Iselin, NJ, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 151879
- Filed as: KEVIN M. GIBNEY AND COMPANY, LLC
- Also doing business as: GIBNEY & CO., GIBNEY & COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Iselin, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151879
- AdvisorCensus page: https://advisorcensus.com/firm/kevin-m-gibney-and-company-llc-iselin-nj-151879

## Quick answers

**How is Kevin M. Gibney and Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kevin M. Gibney and Company, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Kevin M. Gibney and Company, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $2,500 to $250,000 (Financial Planning and Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kevin M. Gibney and Company, LLC located?**
Kevin M. Gibney and Company, LLC's principal office is in Iselin, NJ, according to its Form ADV.

**Is Kevin M. Gibney and Company, LLC registered with the SEC or a state?**
Kevin M. Gibney and Company, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151879.

**How much does Kevin M. Gibney and Company, LLC manage?**
Kevin M. Gibney and Company, LLC reports $306,917,848 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Kevin M. Gibney and Company, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kevin M. Gibney and Company, LLC: Regulatory assets under management: $199,670,533 in the October 2021 data and $306,917,848 in the October 2026 data, up 54%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kevin M. Gibney and Company, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (53).

**Which custodians does Kevin M. Gibney and Company, LLC use?**
Kevin M. Gibney and Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Investments as custodians holding 10% or more of its separately managed account assets.

**Does Kevin M. Gibney and Company, LLC 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/151879

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $2,500 to $250,000 (Financial Planning and Consulting)

> Unless otherwise negotiated, Gibney will charge a fixed fee for this service, which will range from $2,500.00 to $250,000.00 based on a budgeted number of advisory hours

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Investments

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.

### Regulatory assets under management (Item 5.F)
- Total: $306,917,848
- Discretionary: $302,671,987
- Non-discretionary: $4,245,861

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $15,118,870 |
| High net worth individuals | 53 | $289,815,019 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,413,953 |
| Charitable organizations | Fewer than 5 | $570,006 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gibneywealth.com](https://gibneywealth.com)
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $199,670,533 | 3 | March 26, 2021 |
| October 2022 | $233,361,310 | 3 | September 1, 2022 |
| October 2023 | $217,370,157 | 2 | August 2, 2023 |
| October 2024 | $269,765,110 | 2 | March 28, 2024 |
| October 2025 | $296,310,206 | 2 | March 27, 2025 |
| October 2026 | $306,917,848 | 2 | March 30, 2026 |

Regulatory assets under management: $199,670,533 in the October 2021 data and $306,917,848 in the October 2026 data, up 54%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kevin M. Gibney and Company, LLC (CRD 151879): Form ADV filing data as of October 2026.