Gordian Advisors LLC

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Assets, Funds, Holdings

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Gordian Advisors LLC
CRD #121362
SEC #801-115049
CIK #0002011856
AUM $228.2 M (2025-03-10)
Employees 3 (100% Investors, 0% Brokers)
Phone520-615-2779
Address2200 E River Rd
Tucson, AZ 85718-6516
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002011201620212026
CIK Period
0002011856
Sector Form 13F Holdings Value ($M)
Microsoft Corp 5.2
Apple Inc 2.2
Amazon Com Inc 1.0
Johnson & Johnson 0.7
Colgate Palmolive Co 0.5
J P Morgan Chase & Co 0.5
Wal Mart Stores Inc 0.5
Intuit Inc 0.5
Costco Wholesale Corp /NEW 0.5
Starbucks Corp 0.4
Nvidia Corp 0.4
Stryker Corp 0.3
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 35 10.7
(b) Individuals (high net worth individuals) 70 213.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 4.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 332 228.2
By Discretionary
Discretionary 273 179.2
Non-Discretionary 59 49.0
Total 332 228.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 228.2
Total 332 228.2
EDGAR Form CIK 2011 - 2025
13F-HR [0002011856]
Comparable Firms State AUM ($B)
Wealthcollab LLC
WA 0.2
Volaris Capital Management LLC
NJ 0.2
Physician Family Financial Advisors Inc
OR 0.2
GFG Wealth LLC
FL 0.2
PPS & V Asset Management Consultants Inc
MI 0.2
Viewpoint Capital Management LLC
WA 0.2
Carroll Advisory Group LLC
TX 0.2
Harbor Island Capital LLC
MA 0.2
Centric Advisors LLC
TX 0.2
New England Financial Planning Group LLC
MA 0.2
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