# Gunderson Capital Management

Gunderson Capital Management is a Bank / Wealth / Trust based in Mount Pleasant, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mount Pleasant, United States
- **Region:** North America
- **Address:** Mount Pleasant, SC, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** gundersoncapital.com
- **LinkedIn:** https://www.linkedin.com/company/bill-gunderson-862412104

## Regulatory record

- **CRD number:** 140795
- **SEC file number:** 801-122484
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140795

## About

Gunderson Capital Management operates as a federally registered investment advisor based in Mount Pleasant, South Carolina. The firm advises individuals, high-net-worth families, charitable organizations, and corporate entities. Its registration with the SEC embeds a fiduciary obligation to put client interests ahead of the firm's own — a legally enforceable standard that distinguishes RIA practices from broker-dealer models common in regional wealth markets. The firm's geographic anchor in the Charleston metro area places it at the center of sustained demographic and capital inflows into the coastal Southeast. The firm's investment strategy centers on portfolio construction and financial planning for private wealth. It builds allocations spanning public equities, fixed income, and cash instruments, typically implemented through direct security selection. No direct private equity or venture capital activity has been publicly disclosed in connection with the firm. Team size, total assets under management, and the identity of the founding principals remain private. As an SEC-registered firm, Gunderson Capital Management files Form ADV, though detailed public disclosures have not been widely catalogued in accessible databases. The firm's digital footprint is minimal, consistent with a practice that acquires clients through direct relationships and local professional networks rather than national marketing. The absence of a disclosed LinkedIn presence, promotional content, or press coverage reinforces a low-profile operational model. Gunderson's structural differentiator lies in its regulatory posture. As an RIA, it is held to a fiduciary standard under the Investment Advisers Act of 1940 — a mandate to provide advice that is in the client's best interest without regard to the firm's own revenue from any particular product. This legal architecture, when paired with a separate-account model and local market concentration, creates a governance framework distinct from national wirehouses or independent broker-dealers that can sell proprietary or commissioned products under a lower suitability threshold.

## Questions

### What is Gunderson Capital Management's regulatory status?

Gunderson Capital Management is registered with the US Securities and Exchange Commission as a Registered Investment Advisor (RIA). This registration subjects the firm to the fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in its clients' best interests. This is a higher legal threshold than the suitability standard applied to broker-dealers. The firm's Form ADV filings with the SEC are the primary source for its regulatory disclosures.

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Last updated: 2026-08-11T02:43:31.692Z

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