Gunderson Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$393,209,320
Clients
694
Advisors
3
across 2 offices
About
Gunderson Capital Management provides customized investment management and related financial planning services primarily to individual and high-net-worth clients. It manages discretionary portfolios invested in equities, corporate debt, mutual funds and related securities and requires client accounts to be custodied at Charles Schwab.
The firm implements individualized Investment Policy Statements and employs charting, fundamental and technical analysis across strategies that can include long-term holdings, short-term trading and margin activity; account reviews are performed at least quarterly by the firm’s investment committee. Financial planning is offered in conjunction with asset management, and the brochure notes that some strategies may involve frequent trading and higher transaction costs.
Gunderson is notable for its scale relative to advisor headcount — roughly 694 clients and about $396 million in discretionary AUM with two listed advisors — which may result in more standardized processes and reliance on custodial reporting. The brochure also discloses a prior disciplinary matter (a 2016 settled customer complaint alleging overly aggressive investments and unmet performance expectations) and describes the firm’s provision of free live seminars, both features that are uncommon among comparable supported firms.
Client services
Expertise
Fee options
$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%
Account minimum: $100,000 (may be waived at firm's discretion)
Main office
See office2072 Willbrook Lane
Mount Pleasant SC 29466
Advisors at this office
2
Offices (2)
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
Also doing business as
Gunderson Capital · Gunderson Capital Management · Gunderson Capital Management Inc. · Gunderson Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
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.
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.
Matthew J
CFP®, Series 66
Charlotte, NC
Gunderson Capital Management
Matthew Jellison is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Gunderson Capital Management and has previously worked at firms including The Vanguard Group, Guardian Life Insurance Company, and Park Avenue Securities. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm manages discretionary portfolios with a varied investment approach and performs regular account reviews through an investment committee.
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