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Mount Pleasant, SC Office

Team
Updated today

Client AUM

$393,209,320

Clients

694

Advisors

2

Of 3 advisors across 2 offices

Location

2072 Willbrook Lane

Mount Pleasant SC 29466

Advisors at this office

2

Advisors at this office

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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 General retirement planning College savings (529s, UTMA, etc.)
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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 General retirement planning College savings (529s, UTMA, etc.)
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