Gibson Volatility Management, LLC (Richmond)


Gibson Volatility Management, LLC is an adviser based in Richmond. It manages $7.1 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Virginia.

Gibson Volatility Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gibson Volatility Management: assets under management

The assets under management (AUM) of Gibson Volatility Management, LLC is $7.1 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.56 million in discretionary accounts and $2.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $351.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $148.94 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gibson Volatility Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Gibson Volatility Management, LLC performs its advisory services is located at 117 S. 14 Th Street, Suite 205, Richmond, VA 23219, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 804-269-7731 or by fax 804-269-7741. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.gibsonvm.com.