David Gordon
Gordon Asset Management · West Palm Beach, Florida
David Gordon is a fee-only financial advisor at Gordon Asset Management in West Palm Beach, Florida. David focuses on family wealth transfer and small business owners. Gordon Asset Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Gordon Asset Management |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Not currently |
| Assets under management | $128.9M across 40 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4180887 |
| Exams passed | Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gordonasset.com |
How David's firm compares
- Gordon Asset Management's average account is about $3.2 million, from its Form ADV (assets managed divided by 40 accounts).
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Questions about David
Is David Gordon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Gordon Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Gordon Asset Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is David Gordon based?
David Gordon is based in West Palm Beach, Florida.
What does David specialize in?
David's specialties include family wealth transfer and small business owners. David works with founders.
Is David Gordon registered with the SEC?
Yes. David Gordon is registered as an investment adviser representative in TX (CRD 4180887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gordon Asset Management manage?
Gordon Asset Management reports $128.9M across 40 accounts in assets under management.
How do I contact David Gordon?
Through David's website, www.gordonasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gordon Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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