Gunn & Company Investment Management

Overview

Gunn & Company Investment Management was established in 1996 in Jacksonville, Florida, where it remains headquartered. The firm operates as a registered investment advisor, serving a client base that spans individuals, high-net-worth families, trusts, and corporations. Its founding coincided with a period when many CPA-led practices were transitioning into recurring-wealth management models — a shift that cemented the firm's early focus on tax-aware, fiduciary financial planning alongside portfolio construction. The firm prioritizes cohesive financial planning that integrates retirement, estate, and investment considerations. The firm's investment approach pairs broad, goals-based portfolio management with explicit acknowledgment of market uncertainty. Gunn & Company constructs diversified portfolios designed to support clients through full market cycles, offering ongoing education rather than tactical market-timing products. The advisory work extends across asset classes typical of a private-wealth RIA — equities, fixed income, and cash-management strategies — though the firm does not publicly itemize a detailed asset-class mix or specific investment vehicles. Geographic deployment is domestic, centered on the Southeastern United States from its Jacksonville base. The firm has not disclosed specific portfolio holdings or fund-level commitments, reflecting the private-client nature of its book. Gunn & Company is a compact operation with no publicly disclosed team headcount or assets under management. The firm has not promoted adjacent vehicles — such as philanthropic foundations, dedicated real-asset arms, or operating businesses — and there is no evidence of external club memberships (for instance, Tiger 21 or YPO) tied to the practice. No dated operational event from the last 24 months — such as a strategic hire, office opening, or asset-class launch — has been made public, keeping the firm's narrative squarely in the steady-state of its multi-decade Jacksonville presence. Structurally, Gunn & Company differentiates itself through a founding fiduciary identity borrowed from the CPA profession, carrying a legal obligation to place client interests first. In an industry still populated by broker-dealer hybrids, a pure RIA with a tax-practice lineage in a major Florida market is a distinct governance posture.