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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

GORDON FINANCIAL

GORDON FINANCIAL, LLC, CRD 174196

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de40796b-45aa-4227-dcec-41eff3b12507

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 10, 2026 to Feb 10, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Gordon Financial

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $49.9MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $49.9M
Private client RAUM: $46.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 111
Individual clients: 8
High net worth clients: 21
CRD: 174196
Filings on the tape: 1
First filed: Feb 10, 2026
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, SC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARY ELIZABETH IVY	Certified Financial Planner	MOUNT PLEASANT, SC	11	17	1	no

Relationships

Registered with (1)

← MARY ELIZABETH IVYAdvisorregistration: current employment
Mar 2, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de40796b-45aa-4227-dcec-41eff3b12507
First observed: Feb 10, 2026
Last observed: Feb 10, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GORDON FINANCIAL

GORDON FINANCIAL, LLC, CRD 174196

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de40796b-45aa-4227-dcec-41eff3b12507

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARY ELIZABETH IVY

Certified Financial Planner

MOUNT PLEASANT, SC