GUDORF FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2026
Total AUM
$121M
Discretionary
$121M
100% of AUM
Avg account
$501K
Accounts
242
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANIEL GUDORF

    Founder and CEOCRD 6011685

Contacts

1 of 1
  • Allison Szkody

    Financial PlannerCRD 7326281

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth