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Gordon Management
Gordon Management is an SEC-registered investment adviser in West Palm Beach, Florida, registered since 2024. The firm manages $129 million in assets, with...
Gordon Management
Gordon Management is an SEC-registered investment adviser in West Palm Beach, Florida, registered since 2024. The firm manages $129 million in assets, with $121 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
2024
AUM
Undisclosed
Location
Region
North America
Country
United States
City
West Palm Beach
Corporate office
Charleston, SC, United States
Principals
Eivy Gordon
Contact
Sector focus
Frequently asked questions
Is Gordon Management a single-family office or a multi-family wealth manager?
Gordon Management does not identify itself as a family office. It operates as a fee-only Registered Investment Advisor providing financial planning and investment management to multiple clients. Its website does not reference a single originating family fortune or describe services exclusive to one family unit.
How does the firm's fee-only structure affect client outcomes?
As a fee-only RIA, Gordon Management operates under a fiduciary standard that legally requires it to place client interests ahead of its own. The firm states it never accepts commissions from product sales, removing the incentive to recommend investments or insurance that generate third-party compensation. This structure aligns the advisor's revenue with the client's portfolio performance and planning fees rather than transaction volume.
Who makes the investment and planning decisions at Gordon Management?
Eivy Gordon is listed as the primary point of contact for the firm, with no additional named advisors or portfolio managers appearing on the website. The firm's public materials do not detail an investment committee or disclose any external asset managers it may engage for client portfolios.
Does Gordon Management run proprietary pooled funds or direct-deal programs?
There is no public evidence that Gordon Management operates proprietary pooled investment vehicles or offers direct co-investment opportunities. The firm's described services center on individualized financial planning, retirement strategizing, and investment management using an undisclosed platform or set of public-market instruments.
What client types does the practice target?
Gordon Management's public materials name retirement savers, families funding education, and millennials seeking foundational financial guidance. The firm's 'Start Smart!' plan is explicitly targeted at younger clients or anyone needing a limited-scope advisory engagement. No institutional or ultra-high-net-worth client minimums are disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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