Gunn & Co Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,574,424
Clients
6
Advisors
1
of 1 employees
About
Gunn & Company Asset Management Inc. provides discretionary and non‑discretionary asset management to a small client base that includes individual clients (both non‑high‑net‑worth and high‑net‑worth), estates and charitable organizations, and pooled investment vehicles. The firm also manages a private pooled vehicle, Fiesta Associates (a Texas limited partnership), and offers ongoing supervision of custodial accounts across a range of securities.
GCAM employs both fundamental and technical analysis and implements long‑term, short‑term, and hedging strategies, tailoring recommendations to each client’s financial situation and risk tolerance. With client authorization it may exercise discretionary trading authority and typically charges fees based on a percentage of assets under management, with fees deducted from custodial accounts as authorized.
The firm is structured as a small, owner‑managed advisory (the brochure identifies a single principal) and combines retail asset management with active management of a pooled investment vehicle subject to performance‑based compensation. Notably, the brochure discloses that the private fund’s management fee is the greater of $1,000 or 15% of audited appreciation and that the firm complies with SEC Rule 205‑3 regarding qualified clients for performance‑based arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% (Equity and Balance Accounts), 0.50% (Fixed Income Account) $1,000,001 - $5,000,000: 0.75% (Equity and Balance Accounts), 0.375% (Fixed Income Account) $5,000,001+: 0.50% (Equity and Balance Accounts), 0.25% (Fixed Income Account)
For private fund Fiesta Associates: Greater of $1,000 or 15% of audited appreciation annually; performance-based fees disclosed prior to arrangement
Minimum fee: Minimum annual fee of $2,000 Fee-only: Negotiable fees based on total assets under management
Main office
200 Austin Hwy. Ste. 402
San Antonio TX 78209
Advisors at this office
1
Most active in
Texas
Also doing business as
Gunn & Co Asset Management Inc · Gunn & Company, Inc.
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.
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