DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

William Fred Gunderson

Gunderson Capital Managementindependent RIAMount Pleasant, ScIA-onlyIAPD 2451600

Feed of 09/14/2026

Also filed as Bill Gunderson

At current firm

4 y

since Jun 6, 2022

In the industry

32 y

since Feb 11, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: PRESIDENT & CO-PORTFOLIO MANAGERreportedgundersoncapital.comfirm site, Sep 15, 2026
Professional profile: LINKEDIN.COM/IN/BILL-GUNDERSON-862412104reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: gundersoncapital.com/bill-gundersonreportedgundersoncapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Gunderson Capital Management independent RIA current
since Jun 6, 2022 · Mount Pleasant, Sc
Southport Capital former
May 9, 2021 to May 16, 2022 · Mount Pleasant, Sc
Gunderson Capital Management independent RIA
Feb 19, 2014 to Aug 18, 2021 · Mount Pleasant, Sc
Torrey Pines Securities, Inc. unclassified
Apr 1, 1999 to Jun 20, 2006 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Southport Capital to Gunderson Capital Management
left May 16, 2022, registered Jun 6, 2022 (21 days) · Other · moved with a team
Gunderson Capital Management to Southport Capital
left Aug 18, 2021, registered May 9, 2021 (-101 days) · RIA to RIA · moved with a team
Torrey Pines Securities, Inc. to Gunderson Capital Management
left Jun 20, 2006, registered Feb 19, 2014 (2801 days) · Other

Signals

William Fred Gunderson left Southport Capital for Gunderson Capital Management (registered 2022-06-06)
May 16, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address