RIA Intelligence

GUNDERSON CAPITAL MANAGEMENT

CRD #140795 SEC #801-122484 MOUNT PLEASANT, SC 760-846-2046
SEC Registered Disclosures
Total AUM
$315.3M
Discretionary
$315.3M
Employees
6
Clients
26
Accounts
619

AUM Over Time

DateFeb 2025
Total AUM$315.3M
Discretionary$315.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$197.8M
Discretionary$197.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees10
Clients0
DateNov 2021
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees8
Clients0
DateSep 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateAug 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateJul 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateJul 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateJul 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateJul 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateJul 2017
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees8
Clients600
DateJun 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients452
DateJun 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients452
DateMar 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients452
DateOct 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees8
Clients446
DateSep 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees8
Clients446
DateJun 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees10
Clients446
DateApr 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees10
Clients446
DateMar 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees10
Clients446
DateMar 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees10
Clients446
DateOct 2015
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients500
DateAug 2015
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients500
DateMar 2015
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients500
DateFeb 2015
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees6
Clients700
DateAug 2014
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees6
Clients700
DateJul 2014
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees6
Clients700
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees2
Clients500
DateJul 2013
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees2
Clients500
DateDec 2012
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees2
Clients500
DateOct 2012
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients500
DateOct 2012
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients500
DateOct 2012
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients500
DateAug 2012
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients500
DateApr 2012
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees1
Clients500
DateApr 2011
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--