CRD: 120084
Gunn & Company Investment Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-05-1997
- Office Locations
- 1
Office Locations
About Gunn & Company Investment Management, Inc.
Gunn & Company Investment Management (GCIM) is a Jacksonville, FL wealth manager delivering holistic financial planning and portfolio guidance built on long-term, goals-based investing and ongoing client education. The firm emphasizes fiduciary standards associated with CPAs and transparent, bias-free advice. Portfolios lean heavily on ETFs and public funds; supports retail and institutional relationships and can custody via Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 22, 2025 and February 19, 2026, reported AUM increased 9.8%, from $194.5M to $213.5M.
Across 5 reported observations, AUM increased 76.1% between November 21, 2022 and February 19, 2026, from $121.3M to $213.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 183 clients, or 91.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gunn & Company Investment Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARSHALL DEAN GUNN JR
President
- CRD
- #1210021
- Ownership
- 25% but less than 50%
SHAWN JOSEPH MCCABE
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Principal
- CRD
- #5440059
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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SUSAN RAE HUGHES
Chairman
- CRD
- #2450665
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,528,643 | $493,138 |
| Non-Discretionary | $0 | -- |
| Total | $213,528,643 | $493,138 |
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Separately Managed Accounts
SMA allocation detail is available
Gunn & Company Investment Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2024
Review the latest reported holdings
Gunn & Company Investment Management, Inc.'s 13F holdings detail is available for Q3 2024, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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