firm profile
Gunderson Capital Management
Overview
Gunderson Capital Management is an SEC registered investment adviser based in Mount Pleasant, SC, registered since 2014. It reports $396M in assets under management across 1,441 accounts, with 4 employees. It has 3 investment adviser representatives.
- Reported AUM
- $396M
- Discretionary
- 100%
- Accounts
- 1,441
- Average account
- $275K
- Employees
- 4
- Advisory reps
- 3
- Registered since
- 2014
- Jurisdictions
- 23
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- William Fred Gunderson President CRD 2451600
- Jennifer Greene Chief Compliance Officer CRD 7625947
Advisory reps 3 of 3
- William Fred Gunderson Investment Adviser Rep CRD 2451600
- Matthew Jellison Investment Adviser Rep CRD 6794604
- Barry Jay Kyte Jr. Investment Adviser Rep CRD 4373405
Location
- Headquarters
- 2072 Willbrook Ln
Mount Pleasant, SC 29466 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 23 jurisdictions
- Website: pwstreet.podbean.com
Every state, with registration dates
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