Gibbs Wealth Management
Gibbs Wealth Management, LLC is a registered investment adviser headquartered in Alpharetta, Georgia. Founded on September 14, 2015, it became a Registered Investment Adviser in November 2015. The firm is fully owned by Edward Byron Gibbs, with Askari Foy serving as Chief Compliance Officer. Gibbs Wealth Management provides investment advisory and wealth management services to individuals (including high net worth clients), utilizing both direct management and third-party sub-advisory arrangements. As of 2025, the firm has approximately 21 employees focused on delivering personalized investment strategies and financial planning.
Investment Strategy
Gibbs Wealth Management offers tailored investment advisory services primarily to individuals and high net worth individuals, managing diversified portfolios with an emphasis on personalized financial planning and fee transparency. The firm utilizes both discretionary account management and may engage third-party registered investment advisers as sub-advisors for additional research or portfolio management. Investment fees are tiered based on asset size, and the firm combines household accounts for reduced rates when appropriate. Their investment philosophy is centered on delivering customized solutions based on each client's unique financial goals, risk tolerance, and investment horizon, with an openness to leveraging external expertise when beneficial to clients.
Top Holdings
Equity Positions (364)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 4.61% | $23.9M | 251,172 | $95.32 | $95.32 | +$23.9M |
G GOVT | ISHARES TR | 3.75% | $19.5M | 846,789 | $22.98 | $22.98 | +$19.5M |
S SPDW | SPDR INDEX SHS FDS | 3.06% | $15.9M | 392,423 | $40.49 | $40.49 | +$15.9M |
V VCIT | VANGUARD SCOTTSDALE FDS | 2.63% | $13.6M | 164,388 | $82.92 | $82.92 | +$13.6M |
S SPMB | SPDR SERIES TRUST | 2.56% | $13.3M | 601,510 | $22.10 | $22.10 | +$13.3M |