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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 4 | decreased by2 |
| Mar 1, 2026 | Clients | 619 | 696 | increased by77 |
| Mar 1, 2026 | AUM | $315,262,474 | $395,755,965 | increased by$80,493,491 |
| Mar 1, 2026 | Accounts | 619 | 1,441 | increased by822 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 597 | 619 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $219,465,791 | $315,262,474 | increased by$95,796,683 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,138 | 619 | decreased by519 |
| Oct 1, 2022 | Employees | 10 | 6 | decreased by4 |
| Oct 1, 2022 | Clients | 0 | 597 | increased by597 |
| Oct 1, 2022 | AUM | $0 | $219,465,791 | increased by$219,465,791 |
| Oct 1, 2022 | Accounts | 0 | 1,138 | increased by1,138 |
| Apr 1, 2022 | Clients | 650 | 0 | decreased by650 |
| Apr 1, 2022 | AUM | $238,000,000 | $0 | decreased by$238,000,000 |
| Apr 1, 2022 | Accounts | 650 | 0 | decreased by650 |
| Jan 1, 2022 | Employees | 9 | 10 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GUNDERSON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GUNDERSON CAPITAL” 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.