# Gordon Asset Management, LLC
Source: https://planprovider.pro/provider/gordon-asset-management-llc

> More than three decades in the retirement plan market shapes how Gordon Asset Management, LLC works with plan sponsors and families across central North Caro…

Retirement Plan Advisor

Durham, NC

## About Gordon Asset Management, LLC

<p>More than three decades in the retirement plan market shapes how Gordon Asset Management, LLC works with plan sponsors and families across central North Carolina. The firm is an SEC-registered investment advisor with offices in Durham in the Research Triangle and Pinehurst in the Sandhills region.</p>

<p>For employers, Gordon Asset Management provides ERISA 401(k) fiduciary services and retirement plan consulting. The team helps businesses review plan design and administration, manage 401(k) and pension plans, and address fiduciary process and compliance needs. It also advises on broader employee benefits strategies tied to attracting and keeping employees.</p>

<p>For individuals, families, and business owners, the firm provides wealth management that includes investment management, retirement planning, and tax planning. Entrepreneurs and closely held business owners can also use the firm for wealth planning that links business assets to personal goals, with an emphasis on tax efficiency and retirement savings strategy.</p>

<p>One differentiator is the mix of institutional retirement plan work and personal wealth planning under one advisory firm, which can help align company benefits decisions with owners’ personal planning. The firm reports $1.3B in AUM (2026).</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services for employers</li>
<li>ERISA 401(k) fiduciary guidance</li>
<li>401(k) and pension plan consulting and management</li>
<li>Investment management, retirement planning, and tax planning</li>
<li>Wealth planning for business owners and entrepreneurs</li>
</ul>

Website: [http://www.wealthqb.com/](http://www.wealthqb.com/)

## Office Locations

- Durham, NC

- Pinehurst, NC

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.3B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SCPMG KEOGH PLAN|SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA|$7.9B|11,088|

| UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN|FLORIDA WOMAN CARE, LLC, FL|$255M|2,048|

| UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN|UWH OF THE CAROLINAS, PLLC, FL|$228M|1,171|

| MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN|MID-ATLANTIC WOMEN'S CARE, P.L.C., VA|$106M|439|

| UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN|UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC, FL|$88M|712|

| UNIFIED WOMEN'S HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN|UNIFIED WOMEN'S HEALTHCARE, LLC, FL|$49M|750|

| PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST|PHE, INC., NC|$39M|228|

| SQUARE CARE MEDICAL GROUP, LLP 401(K) PLAN|SQUARE CARE MEDICAL GROUP, LLP, NY|$29M|223|

| UWH OF MICHIGAN 401(K) RETIREMENT PLAN|UWH OF MICHIGAN, FL|$29M|177|

| JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN|JAMES M. PLEASANTS COMPANY, INC., NC|$16M|231|

| SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN|SEARS CONTRACT, INC., NC|$9M|163|

| AIRCLEAN SYSTEMS 401K PLAN|APPLIED MEDICAL TECHNOLOGIES, INC., NC|$8M|124|

| BAEBIES, INC. 401(K) PLAN|BAEBIES, INC., NC|$7M|80|

| EMPLOYEES RETIREMENT SAVINGS PLAN|STAUNTON CAPITAL, INC., NC|$6M|287|

| J.P. THOMAS & COMPANY 401(K) PLAN|J.P. THOMAS & COMPANY, NC|$4M|216|

| SUN REALTY OF NAGS HEAD, INC. 401(K) PLAN|SUN REALTY OF NAGS HEAD, INC., NC|$3M|284|

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- [Eastover Capital Management](https://planprovider.pro/provider/eastover-capital-management) - Charlotte, NC

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