Makena M. Minton

GIBCO CAPITAL ADVISORS

CLINTON, OK 73601

Some features on this profile are disabled

CRD#: 7859370

Professional summary

Makena Melrose Minton is a registered financial advisor currently at GIBCO CAPITAL ADVISORS located in Clinton, Oklahoma.

Makena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Makena has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makena Melrose Minton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2024 - Present

GIBCO CAPITAL ADVISORS

Office #1: 112 South 7th St, Clinton, OK 73601

RIA

CRD#: 319407

CLINTON, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/16/2026)

IAR

Oklahoma
(2/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2024

Uniform Investment Adviser Law Examination

Current Firm

GIBCO CAPITAL ADVISORS

GIBCO CAPITAL ADVISORS | GIBCO CAPITAL ADVISORS, LLC | GIBCO CAPITAL ADVISORS LLC

CRD#: 319407 / SEC#: 801-123708

RIA

Registered Investment Advisory firm - (12/13/2022 Terminated)

Kansas

Registered Investment Advisory firm - (1/16/2026 Approved)

Louisiana

Registered Investment Advisory firm - (3/18/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (11/2/2022 Approved)

Texas

Registered Investment Advisory firm - (1/9/2024 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

112 South 7th St, Clinton, OK 73601

Mailing Address

112 South 7th St, Clinton, OK 73601

Phone number

(580) 323-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	700
AUM (Assets Under Management)	$ 86,766,171

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

West Palm Beach, FL

Victoria Ricker

DAYMARK WEALTH PARTNERS, LLC

IAR

FORT LAUDERDALE, FL

Julie Danapilis

THRIVENT INVESTMENT MANAGEMENT INC.

MINNEAPOLIS, MN

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Makena M. Minton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makena Melrose Minton's CRS (Customer Relationship Summary).

Certified licenses

Experience

GIBCO CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2024

Current Firm

GIBCO CAPITAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GIBCO CAPITAL ADVISORS

TRUST BUT VERIFY

Similar Advisors