Gordian Wealth Advisors, Llc
- Regulatory AUM
- $489M
- Discretionary
- $489M
- Clients
- 114
- Avg AUM / client
- $4.3M
- Accounts
- 362
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 114 | $489M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $14.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gordian Capital Strategies, Lp Class A/B (A.K.A. Gordian Capital Strategies Total Return) | Hedge Fund | Delaware | $8.1M | 17 |
| Gordian Capital Strategies, Lp Class C/D (A.K.A. Gordian Capital Strategies Income) | Hedge Fund | Delaware | $6.1M | 13 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elliott Samuel Elbaz | Managing Member, Chief Compliance Officer | Dec 2011 (15y) | 50% – 75% | |
| Michael Allen Phippen | Managing Member | Dec 2011 (15y) | 25% – 50% | |
| Cullen Edwin Jowitt | Registered representative | Feb 2019 (8y) | ||
| Scott Philip Peters | Registered representative | Jan 2025 (2y) | ||
| William Edward Mckenna | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $14.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gordian Capital Strategies, Lp Class A/B (A.K.A. Gordian Capital Strategies Total Return) | Hedge Fund | $8.1M | $500K | 17 |
| Gordian Capital Strategies, Lp Class C/D (A.K.A. Gordian Capital Strategies Income) | Hedge Fund | $6.1M | $500K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $160M (33% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗