Rita Ellen Gibson

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/1984 → Present
  Rita Gibson Insurance Services
  Sacto, CA
• 06/1989 → Present
  Hornor, Townsend & Kent, Inc.
  Sacramento, WA

Other Businesses

1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: RITA GIBSON INSURANCE AND INVESTMENT SERVICES, | Position Held: Proprietor/Owner | Address: 3131 CLAIRIDGE WAY, SACRAMENTO, CA 95821 | Start Date: 1983 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 41-100 Hrs | Approx Trading Hrs Per Mth: Less Than 10 Hrs | Description of Duties: LIFE INSURANCE SALES. 2) INSURANCE BROKERAGE - DBA NAME: 1847FINANCIAL | INVESTMENT RELATED: YES | ADDRESS: 3131 CLAIRIDGE WAY, SACRAMENTO, CA 95821| NATURE OF OBA: INSURANCE SALES AND SERVICE LIFE INSURANCE | START DATE OF OBA: 8/1/2020 | POSITION, TITLE, RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE THRU HTK. | MY TITLE IN MY BUSINESS IS PRESIDENT, RITA GIBSON INSURANCE AND INVESTMENT SERVICES, INC. | APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THIS OUTSIDE BUSINESS 100 | APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THE BUSINESS DURING SECURITY TRADING HOURS 100 | DUTIES: INSURANCE SALES AND SERVICE OF LIFE INSURANCE PRODUCTS WITH PENN MUTUAL LIFE INSURANCE COMPANY. 3) RENTAL OF FALLEN LEAF LAKE PROPERTY | POSITION: SPOUSE OF OWNER. IT'S GOING INTO OUR JOINT MARITAL/COMMUNITY PROPERTY TRUST SO TECHNICALLY I'LL BE AN OWNER. | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 1 | START DATE: 06/20/2023 | ADDRESS: 338 FALLEN LEAF ROAD, FALLEN LEAF CA 96150, UNITED STATES | DESCRIPTION: I'M THE SPOUSE OF THE OWNER. MY JOB IS TO VACUUM THE HOUSE, CLEAN THE TOILETS, & CLEAN THE KITCHEN. MY HUSBAND ONLY RENTS TO PEOPLE HE KNOWS AND ONLY SEVERAL TIMES A YEAR. I DO NOT REALLY HAVE ANY INTERACTION WITH THE TENANTS. 4)MANAGEMENT TEAM OF ARCADECHURCH | POSITION: MEMBER OF A CHURCH | NATURE: AN UNPAID GUIDANCE POSITION TO GUIDE THE ELDERS OF MY CHURCH REGARDING AREAS OF CHURCH PROPERTY, FINANCE OF BUILDINGS, EXPANSION AND PERSONNEL. MUST BE COMMITTED TO THE VISION OF THE CHURCH. RESPONSIBILITIES- MAKE SURE ALL CHURCH PROPERTY IS MAINTAINED IN A SAFE AND PROPER WAY. FISCAL MANAGEMENT: MAKE SURE THE CHURCH MAINTAINS FISCAL INTEGRITY IN ITS BUDGETS AND ACCOUNTS. PERSONNEL: MAINTAIN EMPLOYEE HANDBOOK AND DISCUS EMPLOYEE ISSUES AND COMPENSATION PLANS. MAINTAIN FISCAL INTEGRITY OF DEL NORTE SWIM AND TENNIS CLUB WHICH THE CHURCH OWNS. PROJECT MANAGEMENT- SPECIAL PROJECTS INCLUDING BUILDINGS, RENOVATIONS, AND NEW CONSTRUCTION. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 0 | START DATE: 09/01/2023 | ADDRESS: 3927 MARCONI AVENUE, SACRAMENTO CA 95821, UNITED STATES | DESCRIPTION: GUIDANCE ON CHURCH MATTERS, PLEASE SEE ABOVE. 5)CAP STREET WEALTH ADVISORS, NEW EMAIL: RGIBSON@CAPSTREETWEALTH.COM | POSITION: PARTNER | NATURE: WE'RE JUST CHANGING OUR EMAIL BECAUSE HTK WILL NO LONGER HOST OUR EMAIL. WE HAD TO PICK A NAME SO THIS IS IT. I WORK WITH BEN AND STEVE LEVY. WE CHOSE CAP STREET WEALTH ADVISORS AS AN EMAIL NAME. THERE MAY BE A WEBSITE IN THE FUTURE BUT IT'S NOT IN DESIGN OR ANYTHING YET | INVESTMENT RELATED: YES | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 20 | START DATE: 09/26/2025 | ADDRESS: 3131 CLAIRIDGE WAY, SACRAMENTO CA | DESCRIPTION: I HAVE BEEN TOLD I HAVE TO CHANGE MY EMAIL ADDRESS AS HTK WILL NO LONGER BE HOSTING THE EMAIL. SO WE CHOSE A DBA CAP STREET WEALTH ADVISORS TO USE AND THAT'S OUR EMAIL. WE MAY DO A WEBSITE IN THE FUTURE, BUT I DON'T HAVE ANY DETAILS ON THIS AT THIS TIME. I WILL CONTINUE TO WORK WITH BEN LEVY AND STEVE LEVY AND SPLIT CASES TO SERVE OUR CLIENTS, BOTH PENN AND HTK BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1994-10-24

Other Names

• Rita Ellen Jones
• Rita Preston
• Rita Thaden