WEST PALM BEACH, FLCRD 137136Latest ADV February 6, 2026
Gordon Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated February 6, 2026, reports $129M in regulatory assets under management, 3 employees, and 40 accounts.
Assets Under Management
$129M
Employees
3
Offices
--
Total Clients
38
Primary office
WEST PALM BEACH, FL
515 NORTH FLAGLER DRIVE, SUITE 350, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.7% of total clients.
Top client categories% of clientsClients
1
HNWI
73.7%
28
2
Individuals
13.2%
5
3
Pooled Investment Vehicles
13.2%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of February 6, 2026
Discretionary94.0%
$121M
94% of total RAUM94.0%
Non-discretionary6.0%
$8M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$129M
Total Accounts40
10Y AUM Change+$21M (+19.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.