Gunderson Capital Management
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 140795
- Registered since
- October 21, 2021
- Website
- www.gundersoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.23%
- Individuals42.13%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gunderson Capital Management is an independent registered investment adviser that provides portfolio management and financial planning primarily to individuals, families and some institutional clients. The firm is SEC-registered (registered in 2021) and charges fees based on a percentage of assets under management. Its client-facing services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Gunderson does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents14%
- US Government Bonds4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Jennifer Greene
Chief Operations OfficerCRD 7625947
Contacts
3 of 3
Barry Kyte
Portfolio StrategistCRD 4373405
Matthew Jellison
Senior Financial PlannerCRD 6794604
William Gunderson
PresidentCRD 2451600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$3.5M in ETFs
100%
$3.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.3M | 3,300 | 35.72% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 2072 Willbrook Ln
- Time zone
- ET (UTC-5)
- Office locations
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