Gordian Advisors, LLC

RIASEC Registered

Total AUM

$265M

Discretionary

$211M

80% of AUM

Avg account

$773K

Accounts

343

Employees

3

Advisory reps

3

Firm details

Headquarters: Tucson, Arizona
CRD number: 121362
Registered since: April 18, 2019
Website: gordianadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.46%
Individuals6.74%
Pension & Profit Sharing Plans1.8%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gordian Advisors, LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2019) and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Gordian reports it is not an ESG-focused investor and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds89%
Exchange Traded Equities9%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 30

Active vs passive

$151M in ETFs

Passive

97%

$147M

Active

3%

$4.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV)	Vanguard	Passive	Intermediate Core Bond	$34.3M	470,156	22.67%

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Primary office

Tucson, AZ

Pima

Location

Tucson, AZ

Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area: Tucson-Nogales, AZ
Region: West
County: Pima
Address: 2200 E River Rd
Time zone: MT (UTC-7)
Office locations

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