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GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
CRD 120084File 801-112077
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$213.5M
Below cohort median (national)
Discretionary AUM
$213.5M
Clients
183
433 accounts
Employees
5
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 176 | 183 | increased by7 |
| Mar 1, 2026 | AUM | $194,512,152 | $213,528,643 | increased by$19,016,491 |
| Mar 1, 2026 | Accounts | 412 | 433 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 622 | 176 | decreased by446 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $248,095,055 | $194,512,152 | decreased by$53,582,903 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 622 | 412 | decreased by210 |
| Apr 1, 2022 | Clients | 288 | 622 | increased by334 |
| Apr 1, 2022 | AUM | $189,798,253 | $248,095,055 | increased by$58,296,802 |
| Apr 1, 2022 | Accounts | 585 | 622 | increased by37 |
| Nov 1, 2021 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GUNN COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GUNN COMPANY” may also match similarly-named firms). Confirm identity against each filing.
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.