DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL MANAGEMENT, LLC, CRD 140795

MOUNT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1064523a-9ede-5b4a-74e2-614d17e3a06d

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Mar 31, 2012 to Apr 30, 2026
63 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $396MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $396M
Private client RAUM: $393MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,441
Individual clients: 587
High net worth clients: 107
SEC number: 801-122484
CRD: 140795
Filings on the tape: 63
First filed: Mar 31, 2012
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, DE
Website: pwstreet.podbean.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BARRY JAY KYTE	Certified Financial Planner\|Chartered Financial Analyst	MOUNT PLEASANT, SC	4	25	3	no
WILLIAM FRED GUNDERSON	n/a	MOUNT PLEASANT, SC	4	32	3	no
Matthew Jellison	Certified Financial Planner	MOUNT PLEASANT, SC \| Charlotte, NC	0	13	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GUNDERSON, WILLIAM, FRED	President	E	yes	06/2006	Mar 31, 2012	Jul 12, 2024
GREENE, JENNIFER	CHIEF COMPLIANCE OFFICER	Na	no	08/2022	Sep 1, 2022	Jul 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$396M	$396M	4	2	0	n/a	n/a
2024	Feb 3, 2025	$315M	$315M	6	3	0	n/a	n/a
2023	Feb 23, 2024	$228M	$228M	5	2	0	n/a	n/a
2022	Feb 16, 2023	$198M	$198M	5	2	0	n/a	n/a
2021	Mar 23, 2022	$0	$0	10	4	0	n/a	n/a
2020	Feb 9, 2021	$228M	$228M	8	2	0	n/a	n/a
2019	Mar 9, 2020	$135M	$135M	8	2	0	n/a	n/a
2018	Feb 7, 2019	$120M	$120M	8	2	0	n/a	n/a
2017	Mar 2, 2018	$103M	$103M	7	1	0	n/a	n/a
2016	Mar 27, 2017	$80.0M	$80.0M	5	1	n/a	n/a	n/a
2015	Mar 8, 2016	$93.7M	$93.7M	10	2	n/a	n/a	n/a
2014	Mar 26, 2015	$108M	$108M	6	1	n/a	n/a	n/a
2011	Apr 2, 2012	$31.7M	$31.7M	n/a	0	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$396M	$315M	25.5%	$198M	26.0%	4	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SOUTHPORT CAPITAL	2	Aug 18, 2021	May 9, 2021	MOUNT PLEASANT, SC	Team lift out	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SOUTHPORT CAPITAL	2	May 16, 2022	Jun 6, 2022	MOUNT PLEASANT, SC	Team lift out	Other	25.0%

Relationships

Registered with (4)

← Matthew JellisonAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← WILLIAM FRED GUNDERSONAdvisorregistration: previous registration
Feb 19, 2014 to Aug 18, 2021factForm ADV
← BARRY JAY KYTEAdvisorregistration: previous registration
Sep 4, 2019 to Aug 18, 2021factForm ADV
← STEVEN THOMAS NUCKOLSAdvisorregistration: previous registration
Jul 16, 2015 to Sep 14, 2016factForm ADV

Controls (1)

← GUNDERSON, WILLIAM, FREDOwnerPRESIDENT, ownership code E, individual
Mar 31, 2012 to Jul 12, 2024factForm ADV

Owns (1)

← GREENE, JENNIFEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 1, 2022 to Jul 12, 2024factForm ADV

Moved with (2)

← SOUTHPORT CAPITALRegistered adviser2 advisors, team lift out, same day
May 16, 2022 to Jun 6, 2022factForm ADV
→ SOUTHPORT CAPITALRegistered adviser2 advisors, team lift out, same day
Aug 18, 2021 to May 9, 2021factForm ADV

Dated events

Occurred
May 16, 2022
Team lift-out
2 advisors left Southport Capital (Mount Pleasant, SC) for Gunderson Capital Management on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 23, 2022
Regulatory AUM changed
Gunderson Capital Management reported RAUM $0, down 100% from $238.0M (2021-12-03 to 2022-03-23)
Form ADVobserved 5 days ago
$-238M
Occurred
Jul 17, 2013
First Form ADV filing
Gunderson Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1064523a-9ede-5b4a-74e2-614d17e3a06d
First observed: Mar 31, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL MANAGEMENT, LLC, CRD 140795

MOUNT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1064523a-9ede-5b4a-74e2-614d17e3a06d

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BARRY JAY KYTE

Certified Financial Planner|Chartered Financial Analyst

MOUNT PLEASANT, SC

WILLIAM FRED GUNDERSON

n/a

MOUNT PLEASANT, SC

Matthew Jellison

Certified Financial Planner

MOUNT PLEASANT, SC | Charlotte, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GUNDERSON, WILLIAM, FRED

President

yes

06/2006

Mar 31, 2012

Jul 12, 2024

GREENE, JENNIFER

CHIEF COMPLIANCE OFFICER

08/2022

Sep 1, 2022

Jul 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$396M

n/a

2024

Feb 3, 2025

$315M

n/a

2023

Feb 23, 2024

$228M

n/a

2022

Feb 16, 2023

$198M

n/a

2021

Mar 23, 2022

n/a

2020

Feb 9, 2021

$228M

n/a

2019

Mar 9, 2020

$135M

n/a

2018

Feb 7, 2019

$120M

n/a

2017

Mar 2, 2018

$103M

n/a

2016

Mar 27, 2017

$80.0M

n/a

2015

Mar 8, 2016

$93.7M

n/a

2014

Mar 26, 2015

$108M

n/a

2011

Apr 2, 2012

$31.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$396M

$315M

25.5%

$198M

26.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SOUTHPORT CAPITAL

Aug 18, 2021

May 9, 2021

MOUNT PLEASANT, SC

Team lift out

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SOUTHPORT CAPITAL

May 16, 2022

Jun 6, 2022

MOUNT PLEASANT, SC

Team lift out

Other

25.0%