Steven R Gibson

Employer firm

Alpha Innovators LLC CRD 338507

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 01/2026
  Aegis Financial
  Mclean, VA
• 01/2022 → 07/2026
  Gibson Capital Llc
  Lakewood, CO
• 05/2022 → Present
  Portfolio Medics
  Bonita Springs, FL
• 09/2025 → Present
  Alpha Innovators Llc
  Lakewood, CO
• 11/2021 → Present
  Gibson Retirement Planners
  Lakewood, CO
• 01/2026 → Present
  Agentic Retirement Consultants
  Lakewood , CO

Other Businesses

Mr. Gibson has a number of Outside Business Activities (OBA). He is a financial planner and insurance agent through Gibson Retirement Planners, Alpha Innovators and Agentic Retirement Consultants. He spends approximately 20 hours a month on this activity. In this role Mr. Gibson prepares financial plans and sells insurance products to clients. Next, he is a Senior Vice President through Aegis Financial where he acts as a wholesaler for Annuities. He spends approximately 10 hours a month in this endeavor. Last, he owns multiple rental properties through Gibson Financial. These properties are managed by a third party and Mr. Gibson spends approximately 1 hour a month during market and non-market hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-29
• S63 Uniform Securities Agent State Law Examination
  2012-08-08