SourcingSourcing

GUNDERSON CAPITAL MANAGEMENT, LLC

C29
CRD 140795·SEC 801-122484·MOUNT PLEASANT, SC
AUM
$395.8M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GUNDERSON CAPITAL MANAGEMENT, LLC
CRD
140795
SEC file #
801-122484
EIN
205049983
DBA names
Gunderson Capital Management

Economics

AUM
$395.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.0M → $395.8M▲ +230%
Client mix
Individuals Other587
Individuals High Net Worth107
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MOUNT PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
pwstreet.podbean.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GCG ADVISORY PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
GCG ADVISORY PARTNERS, LLC
GUNDERSON, WILLIAM, FRED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001792397
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2019-11-14
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001941040-26-000249
Edgar Former Names
Gunderson Capital Management Inc.

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4804
Soi Zip Pct 200k Plus
0.2316
Soi Zip Returns 200k Plus
4,960
Soi Zip Total AGI
3,361,591
Fdic Zip Total Deposits
5,833,747,000
Fdic Zip Branch Count
129
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2072 WILLBROOK LANEMT. PLEASANT, SC 29466
Business
2072 WILLBROOK LANEMT. PLEASANT, SC 29466
Edgar EIN
205049983
Edgar Recent Filings
13F-HR2026-04-22 · 0001941040-26-000249
13F-HR2026-01-15 · 0001941040-26-000025
Fdic Zip Branches Raw
Regions BankMount Pleasant, SC
Regions BankMount Pleasant, SC
Fdic Zip HHI
1327.17
Fdic Zip Top Bank Share Pct
27.72
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,214
Returns4,500
Stub 2
AGI100,289
Returns2,710
Stub 3
AGI136,203
Returns2,190
Soi Zip Total Business Income
129,926
Soi Zip Total Cap Gains
270,210
Soi Zip Total Dividends
87,275
Soi Zip Total Returns
21,420
Trust Company Affiliate
No

People (3)

3
GUNDERSON, WILLIAM, FRED
IAR · Executive Officer · 2.5%
2451600
GREENE, JENNIFER
Executive Officer · 2.5%
7625947
BARRY JAY KYTE
IAR
4373405