RIA Intel›Advisers›South Carolina›GORDON FINANCIAL, LLC

GORDON FINANCIAL, LLC

Advisory

SC

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in SC

#179

of 188 advisers by AUM

Average account

$449K

across 111 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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ENCOMPASS FINANCIAL INC.

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ADVANCED PLANNING, INC.

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