At a glance
- Driftmark is one of six co-branded practices in Scottsdale, Arizona-based MSH Capital Advisors' network, which manages about $1.35 billion in advisory assets.
- Driftmark charges up to 2% of assets annually, or $3,000 for a stand-alone financial plan.
- The book is 65% larger than the roughly $200 million Gibson oversaw at Rockefeller, which he joined in 2019 with a $500 million Merrill Lynch group.
Daniel W. Gibson registered Driftmark Capital as an RIA on Oct. 22. He plans to move his $330 million Dallas practice from an independent brokerage firm onto the new entity by year-end.
Driftmark is one of six co-branded practices in Scottsdale, Arizona-based MSH Capital Advisors' network, which manages about $1.35 billion in advisory assets. Gibson has been registered with MSH since November 2025.
Driftmark charges up to 2% of assets annually, or $3,000 for a stand-alone financial plan. Gibson will keep MSH Capital's affiliated broker-dealer for brokerage after the move, so Driftmark carries a brokerage back end alongside its own RIA registration. Its Form ADV shows Goldman Sachs and Charles Schwab provided transition assistance tied to moving client accounts and assets onto their custodial platforms.
The book is 65% larger than the roughly $200 million Gibson oversaw at Rockefeller, which he joined in 2019 with a $500 million Merrill Lynch group. That group's leader remains at Rockefeller, and Gibson described his exit as 'amicable.' He said the practice serves about 50 households, an average of roughly $6.6 million each.
Gibson's book is 65% bigger than his Rockefeller practice
Advisory assets overseen, $M, at Rockefeller versus the practice moving to Driftmark
At Rockefeller
$200M
Now at Driftmark
$330M
Same advisor, roughly 65% more client assets than he oversaw at Rockefeller.
Reported by the Recruiting & transitions desk from AdvisorHub and Private Wealth Daily's Moves Wire. Published . Corrections