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Gunderson Capital Management

Updated today

Client assets under management

$393,209,320

Clients

694

15% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

347

Very High

Average account size

$566,584

About

Gunderson Capital Management provides customized investment management and financial planning for individuals, high-net-worth clients and select corporations, managing approximately $395.8 million in client assets. Services include discretionary portfolio management across equities, fixed income and mutual funds, periodic client reviews, and financial planning support; the firm requires client accounts to be maintained with Charles Schwab.

The firm constructs portfolios based on each client’s Investment Policy Statement and typically exercises discretionary authority to implement strategies that use charting, fundamental and technical analysis. Investment approaches may include long- and short-term positions, trading, margin and hedging techniques, and the brochure notes some strategies can involve relatively frequent trading and attendant transaction and market risks.

Notable features disclosed in the Brochure include regularly offered live seminars at no charge and a disciplinary settlement reported in 2016 involving a client complaint about aggressive investment allocations and performance expectations. The firm also serves a large client base relative to its two-advisor team — a high client-to-advisor ratio compared with peers — which may affect how services are delivered and reviewed.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $1,500,000: 1.25% $1,500,001+: 1.00%

Other

Account minimum: $100,000 minimum (may be waived at firm's discretion) Fee-only: No fee for financial planning services; live seminars provided at no charge.

Main office location

Gunderson Capital Management

2072 Willbrook Lane

Mount Pleasant SC 29466, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Hawaii · Illinois · Louisiana · Michigan · Minnesota · Nebraska · Nevada · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Barry K

CFP®, CFA®, Series 63, Series 66

Mount Pleasant, SC

Gunderson Capital Management

Barry Kyte is a CFP® and CFA® with 19 years of industry experience. He is currently with Gunderson Capital Management, where he has worked since 2019, and is also employed by Southport Capital LLC. Kyte serves as a board member for Foundation Investment Management, a Methodist endowment based in Nashville, TN, volunteering his time without compensation. Gunderson Capital Management provides customized investment management and financial planning services for individuals, high-net-worth clients, and select corporations, managing approximately $395.8 million in assets. The firm employs discretionary portfolio management strategies based on client Investment Policy Statements, utilizing charting, fundamental and technical analysis, and may engage in long- and short-term positions, trading, margin, and hedging techniques.

Active portfolio management Concentrated stock management
user avatar

William G

Series 63, Series 65

Mount Pleasant, SC

Gunderson Capital Management

William Gunderson is a financial advisor at Gunderson Capital Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gunderson Capital Management since 2006, including a brief tenure at Southport Capital in 2021. Gunderson Capital Management provides customized investment management and financial planning services to individuals, high-net-worth clients, and select corporations, managing approximately $395.8 million in client assets. The firm uses discretionary portfolio management informed by each client’s Investment Policy Statement and employs a range of strategies including charting, fundamental and technical analysis, as well as long- and short-term positions.

Active portfolio management Concentrated stock management
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