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
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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 9%, Cash & Cash Equivalents 2%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$151M in ETFs

Passive

97%

$147M

Active

3%

$4.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV)VanguardPassiveIntermediate Core Bond$34.3M470,15622.67%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth