Gunderson Capital Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Gunderson Capital Management reports 696 clients. They include 587 individual clients, 107 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($396M across 1,441 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 42% |
| High-net-worth individuals | 15% | 57% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 587 | $167M | 42.1% | $284K |
| High-net-worth individuals | 107 | $226M | 57.2% | $2.12M |
| Corporations and other businesses | Fewer than 5 | $2.55M | 0.6% | $1.27M |
| Total | 696 | $396M | 100% | — |
- Clients
- 587
- Regulatory AUM
- $167M
- AUM share
- 42.1%
- Avg. per client
- $284K
- Clients
- 107
- Regulatory AUM
- $226M
- AUM share
- 57.2%
- Avg. per client
- $2.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.55M
- AUM share
- 0.6%
- Avg. per client
- $1.27M
Total
- Clients
- 696
- Regulatory AUM
- $396M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Gunderson Capital Management charges 1.00%–2.00% a year for its Assets Under Management Fee. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Fee details and sources
GCG Advisory Partners, LLC owns 75% or more of Gunderson Capital Management and is in turn owned by Bharcap Partners II LP (25–50%) and Sir Purr (25–50%). The leadership team of Gunderson Capital Management includes President William Gunderson and Chief Compliance Officer Jennifer Greene. It has 4 employees, 2 of them in advisory roles.
Leadership
- William GundersonPresident
- Jennifer GreeneChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- William Fred Gunderson
- Matthew Jellison
- Barry Jay Kyte JR
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Gunderson Capital Management, LLC
GCG Advisory Partners, LLC
Control person · since April 2026
- Owns 25% to 50% of GCG Advisory Partners, LLC
Bharcap Partners II LP
Control person · since August 2025
- Owns 25% to 50% of GCG Advisory Partners, LLC
Sir Purr
Control person · since August 2025
Gunderson Capital Management’s regulatory assets grew 1.7× from $228M (March 2021) to $396M (April 2026); clients rose from 650 to 696 and employees fell from 8 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $396M | 696 | 4 | 1 |
| February 2025 | $315M | 619 | 6 | 1 |
| July 2024 | $228M | 562 | 5 | 1 |
| February 2023 | $198M | 557 | 5 | 1 |
| June 2022 | $0 | 0 | 10 | 1 |
| March 2021 | $228M | 650 | 8 | 1 |
Besides its headquarters, Gunderson Capital Management has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 2072 Willbrook Lane, Mount PleasantHQ
Other business names
Gunderson Capital Management has reported 1 other business name to the SEC.
- Gunderson Capital
Contact and registration details
- Legal name
- Gunderson Capital Management, LLC
- Headquarters
- 2072 Willbrook Lane, Mount Pleasant, SC 29466
- Website
- gundersoncapital.com
- Phone
- 760-846-2046
- SEC file
- 801-122484
- Structure
- Delaware LLC
- Fiscal year end
- December
Gunderson Capital Management uses Charles Schwab ($396M) as custodian for its separately managed accounts. Gunderson Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $396M100%
At year end, Gunderson Capital Management’s separately managed accounts were mostly in stocks (50%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $370M across 52 positions; the largest are Advanced Micro Devices Inc. (6.8%), Dell Technologies Inc. (5.8%) and Micron Technology Inc. (5.6%).
What the accounts hold
- Stocks50%
- Funds32%
- Bonds6%
- U.S. government and agency bonds4%
- Investment grade corporate bonds2%
- Cash14%
Reported 13F holdings
- $370M
- Reported 13F value
- 52
- Positions
- 47.9%
- In the 10 largest
- +54.8%
- Value vs. prior quarter
- Advanced Micro Devices Inc.6.8%
- Dell Technologies Inc. · CL C5.8%
- Micron Technology Inc.5.6%
- Applied Matls Inc.4.8%
- Marvell Technology Inc.4.8%
- Taiwan Semiconductor Manufac · Sponsored ADS4.7%
- iShares Inc. · MSCI Sth Kor ETF4.3%
- ASML Hldg NV · N Y Registry Shs3.9%
- Nvidia Corporation3.8%
- KLA Corp.3.5%
Together, the ten largest are 47.9% of reported value.
How many clients does Gunderson Capital Management have?
Gunderson Capital Management has 696 clients and manages $396 million for them, as of April 2026. They include 587 individual clients, 107 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Gunderson Capital Management offer?
Gunderson Capital Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gunderson Capital Management charge?
Gunderson Capital Management charges 1.00%–2.00% a year for its Assets Under Management Fee. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Source: GUNDERSON CAPITAL MANGEMENT FORM ADV PART 2A, filed 30 April 2026
Which custodians does Gunderson Capital Management use?
Gunderson Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $396M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Gunderson Capital Management have?
Gunderson Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gunderson Capital Management invest in?
At the end of its last fiscal year, Gunderson Capital Management’s separately managed accounts held 50% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 4% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Gunderson Capital Management have a minimum investment?
Yes, Gunderson Capital Management’s minimum account size for its Assets Under Management Fee is $100K.
Source: GUNDERSON CAPITAL MANGEMENT FORM ADV PART 2A, filed 30 April 2026
Who owns Gunderson Capital Management?
Gunderson Capital Management is owned through a holding company by Bharcap Partners II LP and Sir Purr. Its direct owner is GCG Advisory Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Gunderson Capital Management get paid?
Gunderson Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Gunderson Capital Management registered with the SEC?
Yes, Gunderson Capital Management has been registered with the SEC as an investment adviser since 21 October 2021. Its CRD number is 140795 and its SEC file number is 801-122484.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Gunderson Capital Management?
Gunderson Capital Management’s main office is at 2072 Willbrook Lane, Mount Pleasant, SC 29466. Its phone number is 760-846-2046. Its website is gundersoncapital.com.