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GUNDERSON CAPITAL MANAGEMENT
GUNDERSON CAPITAL MANAGEMENT, LLC
CRD 140795 · SEC 801-122484
2072 WILLBROOK LANE, MOUNT PLEASANT, SC, 29466, United States
Phone
760-846-2046
Fax
(619) 235-4094
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$395.8M
Discretionary AUM
$395.8M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 587 | $166.7M |
| High net worth individuals | 107 | $226.5M |
| Corporations/business entities | 2 | $2.5M |
States served
AZ, CA, CO, GA, IL, LA, MI, MN, NE, NV, NY, NC, OH, OR, PA, SC, TN, UT, VA, WA, TX, HI, FL
All web addresses on file
- HTTPS://PWSTREET.PODBEAN.COM/
- HTTPS://YOUTUBE.COM/USER/FINANCIALPERSON
- HTTPS://WWW.LINKEDIN.COM/IN/BILL-GUNDERSON-862412104
- HTTPS://SEEKINGALPHA.COM/AUTHOR/BILL-GUNDERSON
- HTTPS://TWITTER.COM/BILLGUNDERSON
- HTTP://WWW.PWSTREET.COM
- http://www.gundersoncapital.com
- HTTPS://FACEBOOK.COM/BILL.GUNDERSON.9
- HTTPS://STOCKTWITS.COM/BILLGUNDERSON
Official SEC filing: View on IAPD