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William Fred Gunderson

Investment adviser representative at Gunderson Capital Management
15 yearsExperience
2 statesRegistered in
$395.8MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Gunderson Capital Management Inc.Nov 2021 to now
  2. Southport CapitalMay 2021 to Dec 2021
  3. Gunderson Capital ManagementJun 2006 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

Gunderson Capital Management

Legal name: Gunderson Capital Management, LLC

$395.8MAssets managed
696Clients
3Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2451600
Firm CRD
140795
Advisor's SEC record (opens in a new tab)
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