Investment adviser · CRD 281775
GORDIAN WEALTH ADVISORS, LLC
Investment adviser filing (IA)
MILL VALLEY, CA, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $489M Form ADV · Item 5.F
- Client accounts
- 362 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 114 | $488,655,071 | 100.0% |
Filing source
Form ADV 2076841 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GORDIAN CAPITAL STRATEGIES, LP CLASS A/B (A.K.A. GORDIAN CAPITAL STRATEGIES TOTAL RETURN)Hedge Fund · Last reported Mar 19, 2025$8.78MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-2739282758
- Reported beneficial owners
- 18
- Minimum commitment
- $500K
- Form D file number
- 021-180616
Form ADV 1933405 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GORDIAN CAPITAL STRATEGIES, LP CLASS C/D (A.K.A. GORDIAN CAPITAL STRATEGIES INCOME)Hedge Fund · Last reported Mar 19, 2025$6.73MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-3866065579
- Reported beneficial owners
- 13
- Minimum commitment
- $500K
- Form D file number
- 021-180616
Form ADV 1933405 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
100 B SHORELINE HWY, SUITE 302MILL VALLEY, CA, 94941, United States
CRD 281775
Filing source
Form ADV 2076841 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.