Gorian Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,332,958
Total clients
25
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$1,053,318
About
Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and a subset of institutional clients, including pension plans. The firm offers customized portfolio management for individual and retirement accounts and pension consulting tailored to clients’ risk tolerances and objectives.
The firm follows a conservative, long-term buy-and-hold approach that emphasizes blue‑chip equities and investment‑grade bonds and incorporates business‑cycle analysis into allocation decisions. Client accounts are managed primarily on a non‑discretionary basis, with investment decisions subject to client approval and periodic reviews conducted by the advisor.
Distinctive features include a relatively concentrated practice—managing roughly $26 million across about 25 client relationships—while serving institutional and pension clients, which is less common for firms of this size. The firm operates on a fee‑based, non‑custodial model and discloses small referral arrangements with third‑party advisors, a potential conflict it says it addresses by limiting referrals to suitable client situations.
Client services
Portfolio management
Pension consulting
Fee options
1.00% annually
Account minimum: $1,000,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Gorian Investments
San Bernardino CA, United States
Number of offices
1
Forms ADV
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