GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

CRD 120084File 801-112077

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$213.5M

Below cohort median (national)

Discretionary AUM

$213.5M

Clients

183

433 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Nov 27, 2017
Principal office: 13901 SUTTON PARK DRIVE SOUTH, SUITE 130, JACKSONVILLE, FL, 32224
Phone: 904-296-2025
Website: https://www.gunncoim.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $213.5M
Discretionary AUM: $213.5M
Non-discretionary AUM: $0
Discretionary accounts: 433
Non-discretionary accounts: 0
Total accounts: 433
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1K
High net worth individuals	58	$163.6M
Pension and profit sharing plans	10	$6.4M
Individuals (other than high net worth individuals)	114	$43.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11G
Q11B2
Q11C1
Q11C2
Q11C4
Q11C5
Q11E1
Q11E2
Q11E4
Q11H2
Q11H1A
Q11H1B

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.