Data / Investment advisers / South Carolina / Gunderson Capital Management
Gunderson Capital Management, Mount Pleasant, SC: $396 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gunderson Capital Management is an SEC registered investment adviser with its main office in Mount Pleasant, South Carolina and reports $396 million in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 140795
- SEC file number
- 801-122484
- SEC status
- Approved, effective October 21, 2021
- Legal name
- Gunderson Capital Management, LLC
- Main office
- 2072 Willbrook Lane, Mount Pleasant, SC 29466
- Phone
- (760) 846-2046
- Website
- pwstreet.podbean.com
- Regulatory AUM
- $395,755,965 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $395,755,965
- Accounts
- 1,441
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $226.5 million |
| Individuals (other than high net worth individuals) | 587 | $166.7 million |
| Corporations or other businesses | 2 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $395.8 million | February 11, 2026 |
| December 1, 2025 | $315.3 million | February 3, 2025 |
Other advisers in Mount Pleasant
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Apollon Wealth Management, LLC | Mount Pleasant | $11.56 billion | 4 | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | Not listed | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | Not listed | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | $206.5 million | Not listed | adviserinfo.sec.gov |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million | Not listed | adviserinfo.sec.gov |
| Imprint Wealth LLC | Mount Pleasant | $131.6 million | Not listed | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | $125 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mount Pleasant, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Gunderson Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.