A Dallas-based financial advisor who left Rockefeller Global Family Office last year has started his own RIA and plans to move his $330 million practice off an independent brokerage firm by year-end.
Daniel W. Gibson registered his RIA, Driftmark Capital, on October 22, according to regulatory records. He said his practice serves around 50 households.
Gibson had been registered with Scottsdale, Arizona-based MSH Capital Advisors since November 2025. The firm manages around $1.35 billion in advisory assets and lists Driftmark among six co-branded practices in its network.
Driftmark will continue to use MSH Capital’s affiliated broker-dealer for brokerage, Gibson said.
Gibson had joined Rockefeller in 2019 as part of a $500 million Merrill Lynch group whose leader remains at the New York-based firm, according to registration records.
Gibson had overseen around $200 million at Rockefeller, he said. He described his split from the firm as “amicable.”
“I worked alongside exceptional people and learned a great deal,” he said. “But over time, I kept coming back to one question: what would wealth management look like if we built it entirely around the client, from the ground up?”
In its Form ADV brochure, Driftmark says it has received transition assistance from Goldman Sachs and Charles Schwab that is tied to moving client accounts and assets to their custodial platforms. Driftmark charges up to 2% of assets annually, or $3,000 for a stand-alone financial plan.
Gibson, a former Navy SEAL, serves as president and chief compliance officer at Driftmark. Its advisory board includes Larsen Jensen, a two-time Olympic medalist in swimming and former Navy SEAL, and Joe Geraci, a former Citi executive, according to its website.
Like this article? Let AdvisorHub come to you! Sign up