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GORDIAN CAPITAL MANAGEMENT, LLC

MILL VALLEY, CA · CRD 337799 · IAPD ↗ · gordianwa.com · 833-467-3426

$28.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — GORDIAN CAPITAL MANAGEMENT, LLC reported RAUM up 83% ($15.5M -> $28.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — GORDIAN CAPITAL MANAGEMENT, LLC (MILL VALLEY, CA) is newly SEC-registered with $15.5M RAUM and 4 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.