Firm profile

KEVIN M. GIBNEY AND COMPANY, LLC

ISELIN, NJCRD 151879Latest ADV March 30, 2026

Kevin M. Gibney and Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Iselin, NJ.

Assets Under Management
$307M
Employees
2
Offices
--
Total Clients
108
Primary office
ISELIN, NJ
33 WOOD AVE SOUTH, SUITE 710, ISELIN, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOKevin M. Gibney
CCOKevin M. Gibney

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 50.9% of total clients.
Top client categories% of clientsClients
1
Individuals
50.9%
55
2
HNWI
49.1%
53
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$307Mas of March 30, 2026
Discretionary98.6%
$303M
99% of total RAUM98.6%
Non-discretionary1.4%
$4M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$307M
Total Accounts725
10Y AUM Change+$191M (+164.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee54:1
10Y Employee Change-1 (-33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.