GUDORF FINANCIAL GROUP, LLC
Firm details
- Headquarters
- DAYTON, Ohio
- CRD number
- 339836
- Registered since
- January 30, 2026
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.66%
- Individuals18.02%
- Pension & Profit Sharing Plans1.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gudorf Financial Group, LLC is an independent, fee-based registered investment adviser organized as an LLC and owned by an individual. The firm reports SEC registration in 2026 and focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation model is a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a capital allocator. Industry relationships include affiliations with a law firm and an insurance company, which likely support client service or referral pathways rather than indicating separate wealth-management lines.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL GUDORF
Founder and CEOCRD 6011685
Contacts
1 of 1Allison Szkody
Financial PlannerCRD 7326281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DAYTON, OH
MONTGOMERY
Location
DAYTON, OH
Headquartered in DAYTON, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 8145 N Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BORLAND MARKER
RIADAYTON, OH
MCCOLLUM INVESTMENT ADVISORS
RIADAYTON, OH
TUDOR FINANCIAL, INC.
RIADAYTON, OH
NORTHWEST ADVISORY INC
RIADAYTON, OH
ANDERSON FINANCIAL STRATEGIES, LLC
RIADAYTON, OH
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
RIADAYTON, OH