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Gunn & Company Investment Management
The firm was established in 1996 as a Jacksonville, Florida-based registered investment advisor. Its client base spans individuals, high-net-worth households,...
Gunn & Company Investment Management
The firm was established in 1996 as a Jacksonville, Florida-based registered investment advisor. Its client base spans individuals, high-net-worth households, trusts, and corporate accounts, reflecting the typical composition of a regional wealth management practice rather than a single-family or multi-family office structure. The firm offers portfolio management, retirement planning, and broader financial advisory services. Gunn & Company's investment posture is anchored in traditional wealth management asset classes. The firm constructs portfolios across public equities, fixed income, and mutual funds, and provides financial planning services that include retirement income strategies and trust advisory. There is no public record of the firm deploying capital into private market funds, direct co-investments, venture-stage companies, or real assets. The geographic focus is concentrated in northeastern Florida. No public information confirms the firm's total assets under management, team size, or any expansion beyond its Jacksonville headquarters. The firm does not maintain a public LinkedIn presence or distribute thought leadership content. There are no known adjacent vehicles such as philanthropic foundations, real-asset operating companies, or co-investor clubs linked to the advisory practice. As a regional RIA, Gunn & Company's structural differentiator is its longevity and Main Street client focus in a single metro area. The firm represents the independent advisory model that competes with wirehouse wealth managers, though it lacks the multi-generational family office architecture, direct-deal sourcing capability, or institutional co-investment franchise that family-office allocators typically screen for.
General information
Firm type
RIA
Year founded
1996
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Jacksonville
Corporate office
Jacksonville, FL, United States
Sector focus
Frequently asked questions
Is Gunn & Company Investment Management a family office or a traditional wealth manager?
Gunn & Company operates as a traditional registered investment advisor (RIA), not a single-family or multi-family office. Its client base includes individuals, high-net-worth households, trusts, and corporations rather than a single wealth-generating family, and its service model centers on financial planning, retirement advice, and portfolio management using conventional public-market instruments.
Does Gunn & Company make direct private equity or venture capital investments?
There is no public record of the firm engaging in direct private equity, venture capital, or private market co-investments. Its investment activities appear concentrated in publicly traded securities, mutual funds, and fixed income instruments consistent with a regional wealth management practice.
Who founded Gunn & Company Investment Management, and is the founder still involved?
Public records do not confirm the names of the firm's founders or current principals. The firm has operated since 1996, suggesting the original founder may still be active, but no executive leadership or succession details are publicly disclosed. This lack of transparency is common among smaller, privately held RIAs that serve a local client base.
What is Gunn & Company's assets under management (AUM)?
The firm does not publicly disclose its regulatory assets under management, and no third-party estimates are available from financial data providers. Given its structure as a single-office RIA in Jacksonville without a known institutional client base, its AUM is likely small relative to multi-family office aggregators or national wealth managers.
Does Gunn & Company co-invest alongside other family offices or institutional investors?
No. Gunn & Company operates as an advisory practice, not an institutional allocator, and there is no evidence of a co-investment program, club-deal participation, or pooled investment vehicles shared with other family offices. Its model is individual-client portfolio management, which does not typically involve direct deal syndication.
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