Gunderson Capital Management

Gunderson Capital Management (CRD# 140795) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $135,000,000 in 734 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    734
    ACCOUNTS
  • Average Account Value
    $183,924
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, HI, IL, LA, MN, NE, NY, OR, SC, TX, UT, WA

Financial Advisors at Gunderson Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
William F. Gunderson
CRD#: 2451600
2072 Wilbrook Lane, Mount Pleasant, SC 29466

William Gunderson (CRD# 2451600) is an Investment Advisor Representative working at Gunderson Capital Management in Mount Pleasant, SC and has over 26 years of experience in the finance industry.

2
Barry J. Kyte
CRD#: 4373405
2072 Wilbrook Lane, Mount Pleasant, SC 29466

Barry Kyte (CRD# 4373405) is an Investment Advisor Representative working at Gunderson Capital Management in Mount Pleasant, SC and has over 19 years of experience in the finance industry. Barry Kyte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Paul W. Carlson
CRD#: 2348982
2072 Wilbrook Lane, Mount Pleasant, SC 29466

Paul Carlson (CRD# 2348982) is an Investment Advisor Representative working at Gunderson Capital Management in Mount Pleasant, SC and has over 13 years of experience in the finance industry.

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