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GUNDERSON CAPITAL MANAGEMENT
Legal name: GUNDERSON CAPITAL MANAGEMENT, LLC
CRD 140795File 801-122484
APPROVED
Retail clients
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$395.8M
Below cohort median (national)
Discretionary AUM
$395.8M
Clients
696
1,441 accounts
Employees
4
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 21, 2021
- Principal office
- 2072 WILLBROOK LANE, MOUNT PLEASANT, SC, 29466
- Phone
- 760-846-2046
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $395.8M
- Discretionary AUM
- $395.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,441
- Non-discretionary accounts
- 0
- Total accounts
- 1,441
- AUM per client
- $569K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| High net worth individuals | 107 | $226.5M |
| Individuals (other than high net worth individuals) | 587 | $166.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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
- Q11D2
- Q11D4
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.