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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- SignalMatrix
- Established Date
- 07-16-2010
- Office Locations
- 1
Office Locations
About Gordian Advisors, LLC
Gordian Advisors is an independent, fee-only, fiduciary CFP financial planning firm based in Tucson serving clients nationwide. They provide comprehensive “personal CFO” planning across investments, retirement and estate decisions, emphasizing client education and straightforward strategies. The team shares original research and portfolio/market commentary through a blog, monthly articles and quarterly reviews. Custody includes Schwab and Vanguard.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY D MATCHETT ROBLES
Chief Compliance Officer, PRINCIPAL
- CRD
- #5294786
- Ownership
- 25% but less than 50%
DENIS VIKTOROVICH SMIRNOV
Advisor, Managing Member, PRINCIPAL
- CRD
- #4409968
- Ownership
- 25% but less than 50%
North vertex
Atlas vector prime
- CRD
- #98242
- Ownership
- 35.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,347,955 | $721,324 |
| Non-Discretionary | $53,854,955 | $1,077,099 |
| Total | $265,202,910 | $773,186 |
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Separately Managed Accounts
Total SMA Asset: $265,202,910
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $140,726,515 | 31.3% |
| Equity - Exchange | $143,424,148 | 31.9% |
| Cash | $165,454,817 | 36.8% |
| Total | $449,605,480 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME INSIGHT | INSIGHT INSIGHT | 21I2KC91L | DLQUD | 4.77% | $92,703,757 |
| PRIME EAGLE ALPHA | ELEMENT CREST | FPRE31QQ1 | SGHU | 5.67% | $66,589,270 |
| OAK WAVE | HARBOR SIGNAL | 5LI8QMGG8 | QUQH | 1.02% | $20,105,920 |
| OPTIMA FRONTIER | MERIDIAN ALPHA | TIPQQLAM6 | OOS | 5.43% | $62,847,139 |
| FOUNDATION EMBER | DELTA VECTOR | LDPAP1CJA | WREV | 11.85% | $67,470,941 |
| PRIME HARBOR CAPITAL | PRIME FOCUS | BCWI0LHFM | TGNR | 0.93% | $3,510,574 |
| UNISON VALUE CREST | OAK FOUNDATION | MOMJVUCDR | GAKGN | 3.44% | $114,582,614 |
| EAGLE VERTEX | PRIME DELTA | VUJV957UU | DLXP | 11.74% | $59,479,674 |