JACKSONVILLE, FLCRD 120084Latest ADV February 19, 2026
Gunn & Company Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 19, 2026, reports $214M in regulatory assets under management, 5 employees, and 433 accounts.
Assets Under Management
$214M
Employees
5
Offices
--
Total Clients
183
Primary office
JACKSONVILLE, FL
13901 SUTTON PARK DRIVE SOUTH, SUITE 130, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.3% of total clients.
Top client categories% of clientsClients
1
Individuals
62.3%
114
2
HNWI
31.7%
58
3
Pension Plans
5.5%
10
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of February 19, 2026
Discretionary100.0%
$214M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$214M
Total Accounts433
10Y AUM Change+$113M (+113.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.