A Dallas-based monetary advisor who left Rockefeller International Household Workplace final yr has began his personal RIA and plans to maneuver his $330 million apply off an unbiased brokerage agency by year-end.
Daniel W. Gibson registered his RIA, Driftmark Capital, on October 22, in keeping with regulatory information. He mentioned his apply serves round 50 households.
Gibson had been registered with Scottsdale, Arizona-based MSH Capital Advisors since November 2025. The agency manages round $1.35 billion in advisory property and lists Driftmark amongst six co-branded practices in its community.
Driftmark will proceed to make use of MSH Capital’s affiliated broker-dealer for brokerage, Gibson mentioned.
Gibson had joined Rockefeller in 2019 as a part of a $500 million Merrill Lynch group whose chief stays on the New York-based agency, in keeping with registration information.
Gibson had overseen round $200 million at Rockefeller, he mentioned. He described his break up from the agency as “amicable.”
“I labored alongside distinctive folks and discovered an awesome deal,” he mentioned. “However over time, I stored coming again to at least one query: what would wealth administration appear like if we constructed it totally across the consumer, from the bottom up?”
In its Type ADV brochure, Driftmark says it has obtained transition help from Goldman Sachs and Charles Schwab that’s tied to transferring consumer accounts and property to their custodial platforms. Driftmark fees as much as 2% of property yearly, or $3,000 for a stand-alone monetary plan.
Gibson, a former Navy SEAL, serves as president and chief compliance officer at Driftmark. Its advisory board contains Larsen Jensen, a two-time Olympic medalist in swimming and former Navy SEAL, and Joe Geraci, a former Citi govt, in keeping with its web site.