Mount Pleasant, SC Office
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Gunderson Capital Management
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Firm-wide stats for Gunderson Capital Management
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.
Based on Gunderson Capital Management
Expertise
Based on Gunderson Capital Management
Location
2072 Willbrook Lane
Mount Pleasant SC 29466
Advisors at this office
2
Advisors at this office
Barry K
CFP®, CFA®, Series 63, Series 66
Mount Pleasant, SC
Gunderson Capital Management
Barry Kyte Jr. is a CFP® and CFA® with 19 years of industry experience. He is affiliated with Gunderson Capital Management and has worked in various roles at firms including TrustCore Financial, Southport Capital, and KnowCap Interactive. He serves as a board member for Foundation Investment Management, a United Methodist endowment based in Nashville, TN, in an unpaid capacity. Gunderson Capital Management provides customized investment management and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary portfolios across multiple asset classes and employs both fundamental and technical analysis, with investment strategies tailored through individualized policy statements and regular account reviews.
William G
Series 63, Series 65
Mount Pleasant, SC
Gunderson Capital Management
William Gunderson is a financial advisor at Gunderson Capital Management in Mount Pleasant, SC, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Torrey Pines Securities, Inc. and Southport Capital before joining his current firm. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches and implements individualized Investment Policy Statements, managing discretionary portfolios that include equities, corporate debt, and mutual funds.
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