SourcingSourcing

GORDIAN CAPITAL MANAGEMENT, LLC

C34
CRD 337799·SEC 801-134195·MILL VALLEY, CA
AUM
$28.4M
$25M-$100M
Est. Revenue
$284K
@ 1% on AUM
Est. EBITDA
$85K
@ 30% margin
Est. Deal Value
$681K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GORDIAN CAPITAL MANAGEMENT, LLC
CRD
337799
SEC file #
801-134195
EIN
454124714
DBA names
—

Economics

AUM
$28.4M
AUM band
$25M-$100M
AUM trajectory
'25'26
$15.5M → $28.4M▲ +83%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
MILL VALLEY CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
gordianwa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELBAZ, ELLIOTT, SAMUEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ELBAZ, ELLIOTT, SAMUEL
PHIPPEN, MICHAEL, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GORDIANWA.COM
Rdap Domain Creation Date
2011-08-06T13:49:32Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001553412
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2012-07-02
Edgar Last Filing Date
2026-05-04
Edgar Form D Count
15
Edgar Form D Offerings
2026-05-042026-05-04 · 0001553412-26-000001
2025-04-302025-04-30 · 0001553412-25-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5913
Soi Zip Pct 200k Plus
0.3931
Soi Zip Returns 200k Plus
5,810
Soi Zip Total AGI
5,496,393
Fdic Zip Total Deposits
48,947,497,000
Fdic Zip Branch Count
466
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
100 B SHORELINE HIGHWAYSUITE 302MILL VALLEY, CA 94941
Business
100 B SHORELINE HIGHWAYSUITE 302MILL VALLEY, CA 94941
Edgar EIN
454124714
Edgar Recent Filings
D/A2026-05-04 · 0001553412-26-000001
D/A2025-04-30 · 0001553412-25-000002
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaMill Valley, CA
Citibank, Federal Savings BankMill Valley, CA
Fdic Zip HHI
1405.86
Fdic Zip Top Bank Share Pct
25.21
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-06T13:49:32Z
Rdap Domain Last Changed
2025-08-07T14:16:51Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,177
Returns2,420
Stub 2
AGI51,032
Returns1,380
Stub 3
AGI74,560
Returns1,190
Soi Zip Total Business Income
253,578
Soi Zip Total Cap Gains
908,288
Soi Zip Total Dividends
300,929
Soi Zip Total Returns
14,780
Top Owner CRD
2839674
Trust Company Affiliate
No

People (2)

2
ELBAZ, ELLIOTT, SAMUEL
Direct Owner · 62.5%
2839674
PHIPPEN, MICHAEL, ALLEN
Direct Owner · 37.5%
3020686