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GORDON ASSET MANAGEMENT LLC

WEST PALM BEACH, FL · CRD 137136 · IAPD ↗ · gordonasset.com · 512-482-9600

$128.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — GORDON ASSET MANAGEMENT LLC moved its main office from AUSTIN, TX to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
February 2025 — GORDON ASSET MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — GORDON ASSET MANAGEMENT LLC (AUSTIN, TX) is newly SEC-registered with $108.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.