$26.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2012
- Office Locations
- 1
Office Locations
-- SAN Bernardino CA
About Gorian Investments
Gorian Investments is a San Bernardino, CA registered investment adviser focused on retail clients. The firm runs SMA portfolios with a fixed-income tilt—investment-grade corporate and municipal bonds—alongside an ETF equity sleeve. Founder/owner Phillip Kent Gorian leads the practice, offering a direct, decision-maker-led distribution relationship.
Team overview
-- AVG AGE
$26.3M AVG AUM / ADVISOR
$526.7K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
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Asset Classes
Legacy bridge
Investment Themes
Pathway capital
Investment Vehicles
Harbor
Owner & Executives
P
PHILLIP KENT GORIAN
CHIEF OPERATING OFFICER, Managing Member, President
- CRD
- #1704169
- Ownership
- 75% or more
(862) 427-4874
meridian.eagle@eaglecapital.com
in linkedin.com/in/focus-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,332,958 | -- |
| Total | $26,332,958 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,332,958
Corporate - Investment Grade:
30.2% Municipal Bonds:
33.1% Equity - Exchange:
36.7% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $469,864,861 | 30.2% |
| Municipal Bonds | $514,984,335 | 33.1% |
| Equity - Exchange | $570,994,716 | 36.7% |
| Total | $1,555,843,912 | 100.0% |