# Gordon Financial

> Gordon Financial is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 174196
- Filed as: GORDON FINANCIAL
- Legal name: Gordon Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174196
- AdvisorCensus page: https://advisorcensus.com/firm/gordon-financial-174196

## Quick answers

**How is Gordon Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Gordon Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gordon Financial registered with the SEC or a state?**
Gordon Financial is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174196.

**How much does Gordon Financial manage?**
Gordon Financial reports $49,877,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Gordon Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (8); charitable organizations (1).

**Does Gordon Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174196

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,877,000
- Discretionary: $49,877,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,027,000 |
| High net worth individuals | 21 | $42,017,000 |
| Charitable organizations | 1 | $3,833,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gordonfinancialplanners.com
- Facebook @GORDONFINANCIALPLANNERS
- LinkedIn @gordonfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gordon Financial (CRD 174196): Form ADV filing data as of October 2026.