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Brent Gunn, portrait

Brent Gunn

Chief Information Officer at Waverly Advisors

Officer record from the firm’s Form ADVForm ADV filed 31 August 2026

Brent Gunn is Chief Information Officer of Waverly Advisors, LLC, a Birmingham investment adviser.

Role at Waverly Advisors

Title on Schedule A
Chief Information Officer
Control
Brent Gunn is a control person of Waverly Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brent Gunn has held the filed role since March 2023.

The firm

Waverly Advisors, LLC
Birmingham, AL

Form ADV filed 31 August 2026

$29.9B AUM13,689 clients197 advisers26 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Brent Gunn is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Brent Gunn
CRD
7721128
Firm
Waverly Advisors, LLC
Record basis
Form ADV officer listing
Firm bio
waverly-advisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Brent Gunn joined Waverly in March 2023 and serves as partner and chief information officer. The firm says he oversees optimization, implementation, security and maintenance of its network infrastructure. Waverly Advisors biography

Education

Common questions

Where does Brent Gunn work?

Brent Gunn has been Chief Information Officer of Waverly Advisors, LLC since March 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 August 2026

Leadership at Waverly Advisors

Sources

  1. IAPD individual lookup, CRD 7721128. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Waverly Advisors, LLC, filed 31 August 2026. Title, control and ownership bands.
  3. Waverly Advisors team page. Biography, education, credentials, awards and portrait.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Brent Gunn or Waverly Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

The portrait is reproduced from the firm’s website for identification.